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Loeb Offshore Management’s McKesson MCK Stock Holding History

Loeb Offshore 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
2013
Q4 		– Sell
-1,609
Closed -$206K – 216
2013
Q3 		$206K Sell
1,609
-891
-36% -$109K 0.06% 190
2013
Q2 		$286K Buy
+2,500
New +$278K 0.15% 105

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Loeb Offshore Management's MCK Position: Q4 2013 in Review

Loeb Offshore Management sold out of McKesson (MCK) in Q4 2013, closing a stake of 1,609 shares — an estimated $206K sold.

Loeb Offshore Management first reported a position in MCK in Q2 2013 and held it in 2 quarters. The position peaked at $286K in Q2 2013. 791 funds tracked by Wall St. Rank hold MCK as of Q4 2013.

  • Loeb Offshore Management reported no remaining McKesson position as of Q4 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 1,609 McKesson shares in Q4 2013, an estimated $206K.
  • Loeb Offshore Management first reported a position in McKesson in Q2 2013 and held it in 2 quarters.
  • Loeb Offshore Management's McKesson position peaked at $286K in Q2 2013.
  • 791 funds tracked by Wall St. Rank held McKesson as of Q4 2013.

Based on Loeb Offshore Management's 13F filing for Q4 2013, filed 14 Feb 2014.