Lebenthal Holdings’s McKesson MCK Stock Holding History

Lebenthal Holdings’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
2015 Q1	–	Sell	-2,037	Closed	-$423K	–	320
2014 Q4	$423K	Buy	+2,037	New	+$414K	0.19%	136

Other funds holding MCK

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lebenthal Holdings's MCK Position: Q1 2015 in Review

Lebenthal Holdings sold out of McKesson (MCK) in Q1 2015, closing a stake of 2,037 shares — an estimated $423K sold.

Lebenthal Holdings first reported a position in MCK in Q4 2014 and held it in 1 quarter. The position peaked at $423K in Q4 2014. 925 funds tracked by Wall St. Rank hold MCK as of Q1 2015.

Lebenthal Holdings reported no remaining McKesson position as of Q1 2015 after selling out during the quarter.
Lebenthal Holdings sold 2,037 McKesson shares in Q1 2015, an estimated $423K.
Lebenthal Holdings first reported a position in McKesson in Q4 2014 and held it in 1 quarter.
Lebenthal Holdings's McKesson position peaked at $423K in Q4 2014.
925 funds tracked by Wall St. Rank held McKesson as of Q1 2015.

Based on Lebenthal Holdings's 13F filing for Q1 2015, filed 13 May 2015.