LAIC
MCK icon

Lederer & Associates Investment Counsel’s McKesson MCK Stock Holding History

Lederer & Associates Investment Counsel’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
2017
Q2 		– Sell
-7,172
Closed -$1.06M – 88
2017
Q1 		$1.06M Sell
7,172
-277
-4% -$40.6K 1% 48
2016
Q4 		$1.05M Buy
+7,449
New +$1.1M 1.04% 46

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lederer & Associates Investment Counsel's MCK Position: Q2 2017 in Review

Lederer & Associates Investment Counsel sold out of McKesson (MCK) in Q2 2017, closing a stake of 7,172 shares — an estimated $1.06M sold.

Lederer & Associates Investment Counsel first reported a position in MCK in Q4 2016 and held it in 2 quarters. The position peaked at $1.06M in Q1 2017. 909 funds tracked by Wall St. Rank hold MCK as of Q2 2017.

  • Lederer & Associates Investment Counsel reported no remaining McKesson position as of Q2 2017 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 7,172 McKesson shares in Q2 2017, an estimated $1.06M.
  • Lederer & Associates Investment Counsel first reported a position in McKesson in Q4 2016 and held it in 2 quarters.
  • Lederer & Associates Investment Counsel's McKesson position peaked at $1.06M in Q1 2017.
  • 909 funds tracked by Wall St. Rank held McKesson as of Q2 2017.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2017, filed 26 Jul 2017.