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Eagle Ridge Investment Management’s McKesson MCK Stock Holding History

Eagle Ridge Investment Management’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,650
Closed -$325K – 125
2015
Q4 		$325K Buy
+1,650
New +$312K 0.08% 100

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Eagle Ridge Investment Management's MCK Position: Q1 2016 in Review

Eagle Ridge Investment Management sold out of McKesson (MCK) in Q1 2016, closing a stake of 1,650 shares — an estimated $325K sold.

Eagle Ridge Investment Management first reported a position in MCK in Q4 2015 and held it in 1 quarter. The position peaked at $325K in Q4 2015. 935 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • Eagle Ridge Investment Management reported no remaining McKesson position as of Q1 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,650 McKesson shares in Q1 2016, an estimated $325K.
  • Eagle Ridge Investment Management first reported a position in McKesson in Q4 2015 and held it in 1 quarter.
  • Eagle Ridge Investment Management's McKesson position peaked at $325K in Q4 2015.
  • 935 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2016, filed 21 Apr 2016.