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New Jersey Better Educational Savings Trust’s McKesson MCK Stock Holding History

New Jersey Better Educational Savings Trust’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
Q1 		– Sell
-4,000
Closed -$562K – 185
2016
Q4 		$562K Buy
4,000
+200
+5% +$29.4K 0.36% 111
2016
Q3 		$634K Buy
3,800
+300
+9% +$55.9K 0.41% 92
2016
Q2 		$653K Sell
3,500
-500
-13% -$87.7K 0.44% 76
2016
Q1 		$629K Buy
4,000
+400
+11% +$64.6K 0.44% 75
2015
Q4 		$710K Buy
+3,600
New +$680K 0.48% 68

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Capital Research Global Investors
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Parnassus Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

New Jersey Better Educational Savings Trust's MCK Position: Q1 2017 in Review

New Jersey Better Educational Savings Trust sold out of McKesson (MCK) in Q1 2017, closing a stake of 4,000 shares — an estimated $562K sold.

New Jersey Better Educational Savings Trust first reported a position in MCK in Q4 2015 and held it in 5 quarters. The position peaked at $710K in Q4 2015. 890 funds tracked by Wall St. Rank hold MCK as of Q1 2017.

  • New Jersey Better Educational Savings Trust reported no remaining McKesson position as of Q1 2017 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 4,000 McKesson shares in Q1 2017, an estimated $562K.
  • New Jersey Better Educational Savings Trust first reported a position in McKesson in Q4 2015 and held it in 5 quarters.
  • New Jersey Better Educational Savings Trust's McKesson position peaked at $710K in Q4 2015.
  • 890 funds tracked by Wall St. Rank held McKesson as of Q1 2017.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q1 2017, filed 26 Apr 2017.