EAM
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Edge Asset Management’s McKesson MCK Stock Holding History

Edge Asset 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
2017
Q1 		$20.4M Hold
137,653
– – 0.15% 165
2016
Q4 		$19.3M Sell
137,653
-2,359
-2% -$347K 0.15% 168
2016
Q3 		$23.3M Hold
140,012
– – 0.2% 160
2016
Q2 		$26.1M Sell
140,012
-10,218
-7% -$1.79M 0.23% 127
2016
Q1 		$23.6M Sell
150,230
-60,233
-29% -$9.73M 0.23% 129
2015
Q4 		$41.5M Sell
210,463
-6,325
-3% -$1.19M 0.4% 75
2015
Q3 		$40.1M Sell
216,788
-7,007
-3% -$1.49M 0.4% 77
2015
Q2 		$50.3M Buy
223,795
+31,170
+16% +$7.21M 0.46% 68
2015
Q1 		$43.6M Sell
192,625
-2,250
-1% -$499K 0.38% 93
2014
Q4 		$40.5M Sell
194,875
-2,983
-2% -$606K 0.39% 78
2014
Q3 		$38.5M Sell
197,858
-2,629
-1% -$506K 0.39% 78
2014
Q2 		$37.3M Sell
200,487
-1,650
-0.8% -$294K 0.37% 79
2014
Q1 		$35.7M Sell
202,137
-11,768
-6% -$2.06M 0.38% 79
2013
Q4 		$34.5M Sell
213,905
-234,842
-52% -$36.1M 0.38% 82
2013
Q3 		$54.4M Buy
448,747
+219,193
+95% +$26.9M 0.33% 86
2013
Q2 		$26.3M Buy
+229,554
New +$25.6M 0.33% 87

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return