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Independent Order of Foresters’s McKesson MCK Stock Holding History

Independent Order of Foresters’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
Q1 		– Sell
-1,000
Closed -$161K – 125
2013
Q4 		$161K Sell
1,000
-3,100
-76% -$476K 0.16% 84
2013
Q3 		$526K Hold
4,100
– – 0.52% 56
2013
Q2 		$470K Buy
+4,100
New +$456K 0.47% 58

Other funds holding MCK

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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Independent Order of Foresters's MCK Position: Q1 2014 in Review

Independent Order of Foresters sold out of McKesson (MCK) in Q1 2014, closing a stake of 1,000 shares — an estimated $161K sold.

Independent Order of Foresters first reported a position in MCK in Q2 2013 and held it in 3 quarters. The position peaked at $526K in Q3 2013. 801 funds tracked by Wall St. Rank hold MCK as of Q1 2014.

  • Independent Order of Foresters reported no remaining McKesson position as of Q1 2014 after selling out during the quarter.
  • Independent Order of Foresters sold 1,000 McKesson shares in Q1 2014, an estimated $161K.
  • Independent Order of Foresters first reported a position in McKesson in Q2 2013 and held it in 3 quarters.
  • Independent Order of Foresters's McKesson position peaked at $526K in Q3 2013.
  • 801 funds tracked by Wall St. Rank held McKesson as of Q1 2014.

Based on Independent Order of Foresters's 13F filing for Q1 2014, filed 15 May 2014.