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Emerson Investment Management’s McKesson MCK Stock Holding History

Emerson 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
2014
Q3 		– Sell
-15,846
Closed -$2.95M – 204
2014
Q2 		$2.95M Sell
15,846
-2,225
-12% -$396K 0.58% 60
2014
Q1 		$3.19M Sell
18,071
-164
-0.9% -$28.7K 0.66% 56
2013
Q4 		$2.94M Sell
18,235
-16,499
-48% -$2.53M 0.62% 56
2013
Q3 		$4.46M Sell
34,734
-4,130
-11% -$507K 1% 38
2013
Q2 		$4.45M Buy
+38,864
New +$4.33M 1.03% 37

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerson Investment Management's MCK Position: Q3 2014 in Review

Emerson Investment Management sold out of McKesson (MCK) in Q3 2014, closing a stake of 15,846 shares — an estimated $2.95M sold.

Emerson Investment Management first reported a position in MCK in Q2 2013 and held it in 5 quarters. The position peaked at $4.46M in Q3 2013. 817 funds tracked by Wall St. Rank hold MCK as of Q3 2014.

  • Emerson Investment Management reported no remaining McKesson position as of Q3 2014 after selling out during the quarter.
  • Emerson Investment Management sold 15,846 McKesson shares in Q3 2014, an estimated $2.95M.
  • Emerson Investment Management first reported a position in McKesson in Q2 2013 and held it in 5 quarters.
  • Emerson Investment Management's McKesson position peaked at $4.46M in Q3 2013.
  • 817 funds tracked by Wall St. Rank held McKesson as of Q3 2014.

Based on Emerson Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.