Essex Investment Management’s McKesson MCK Stock Holding History

Essex 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 Q2	–	Sell	-6,024	Closed	-$947K	–	329
2016 Q1	$947K	Hold	6,024	–	–	0.16%	141
2015 Q4	$1.19M	Sell	6,024 -13	-0.2%	-$2.45K	0.19%	131
2015 Q3	$1.12M	Hold	6,037	–	–	0.18%	129
2015 Q2	$1.36M	Sell	6,037 -415	-6%	-$96K	0.2%	116
2015 Q1	$1.46M	Buy	6,452 +2,727	+73%	+$605K	0.2%	108
2014 Q4	$773K	Buy	3,725 +1,505	+68%	+$306K	0.11%	189
2014 Q3	$432K	Hold	2,220	–	–	0.07%	239
2014 Q2	$413K	Hold	2,220	–	–	0.06%	264
2014 Q1	$392K	Buy	2,220 +250	+13%	+$43.7K	0.06%	269
2013 Q4	$318K	Buy	1,970 +81	+4%	+$12.4K	0.05%	314
2013 Q3	$242K	Hold	1,889	–	–	0.04%	321
2013 Q2	$216K	Buy	+1,889	New	+$210K	0.04%	309

Other funds holding MCK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Investment Management's MCK Position: Q2 2016 in Review

Essex Investment Management sold out of McKesson (MCK) in Q2 2016, closing a stake of 6,024 shares — an estimated $947K sold.

Essex Investment Management first reported a position in MCK in Q2 2013 and held it in 12 quarters. The position peaked at $1.46M in Q1 2015. 943 funds tracked by Wall St. Rank hold MCK as of Q2 2016.

Essex Investment Management reported no remaining McKesson position as of Q2 2016 after selling out during the quarter.
Essex Investment Management sold 6,024 McKesson shares in Q2 2016, an estimated $947K.
Essex Investment Management first reported a position in McKesson in Q2 2013 and held it in 12 quarters.
Essex Investment Management's McKesson position peaked at $1.46M in Q1 2015.
943 funds tracked by Wall St. Rank held McKesson as of Q2 2016.

Based on Essex Investment Management's 13F filing for Q2 2016, filed 27 Jul 2016.