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Oak Ridge Investments’s McKesson MCK Stock Holding History

Oak Ridge Investments’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
Q3 		– Sell
-1,056
Closed -$237K – 145
2015
Q2 		$237K Hold
1,056
– – 0.01% 140
2015
Q1 		$239K Buy
+1,056
New +$234K 0.01% 139

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Oak Ridge Investments's MCK Position: Q3 2015 in Review

Oak Ridge Investments sold out of McKesson (MCK) in Q3 2015, closing a stake of 1,056 shares — an estimated $237K sold.

Oak Ridge Investments first reported a position in MCK in Q1 2015 and held it in 2 quarters. The position peaked at $239K in Q1 2015. 925 funds tracked by Wall St. Rank hold MCK as of Q3 2015.

  • Oak Ridge Investments reported no remaining McKesson position as of Q3 2015 after selling out during the quarter.
  • Oak Ridge Investments sold 1,056 McKesson shares in Q3 2015, an estimated $237K.
  • Oak Ridge Investments first reported a position in McKesson in Q1 2015 and held it in 2 quarters.
  • Oak Ridge Investments's McKesson position peaked at $239K in Q1 2015.
  • 925 funds tracked by Wall St. Rank held McKesson as of Q3 2015.

Based on Oak Ridge Investments's 13F filing for Q3 2015, filed 3 Nov 2015.