Egerton Capital (UK)’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-635,286	Closed	-$132M	–	43
2014 Q4	$132M	Sell	635,286 -177,684	-22%	-$36.9M	1.77%	22
2014 Q3	$158M	Buy	812,970 +276,659	+52%	+$53.9M	2.13%	18
2014 Q2	$99.9M	Buy	+536,311	New	+$99.9M	1.58%	20