Old Mutual Customised Solutions’s McKesson MCK Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.31M	Hold	9,815	–	–	0.13%	195
2018 Q1	$1.38M	Buy	9,815 +2,800	+40%	+$436K	0.14%	188
2017 Q4	$1.09M	Hold	7,015	–	–	0.11%	224
2017 Q3	$1.08M	Hold	7,015	–	–	0.15%	165
2017 Q2	$1.15M	Hold	7,015	–	–	0.17%	150
2017 Q1	$1.04M	Buy	7,015 +2,415	+53%	+$354K	0.16%	156
2016 Q4	$646K	Buy	4,600 +1,700	+59%	+$250K	0.12%	217
2016 Q3	$484K	Sell	2,900 -1,900	-40%	-$354K	0.14%	172
2016 Q2	$896K	Hold	4,800	–	–	0.23%	100
2016 Q1	$755K	Buy	4,800 +1,600	+50%	+$259K	0.2%	120
2015 Q4	$631K	Hold	3,200	–	–	0.16%	148
2015 Q3	$592K	Sell	3,200 -900	-22%	-$191K	0.16%	156
2015 Q2	$922K	Hold	4,100	–	–	0.22%	110
2015 Q1	$927K	Hold	4,100	–	–	0.22%	102
2014 Q4	$851K	Sell	4,100 -200	-5%	-$40.6K	0.24%	96
2014 Q3	$837K	Sell	4,300 -500	-10%	-$96.2K	0.24%	87
2014 Q2	$894K	Sell	4,800 -200	-4%	-$35.6K	0.22%	98
2014 Q1	$883K	Sell	5,000 -3,600	-42%	-$629K	0.22%	92
2013 Q4	$1.39M	Hold	8,600	–	–	0.36%	50
2013 Q3	$1.1M	Hold	8,600	–	–	0.31%	60
2013 Q2	$985K	Buy	+8,600	New	+$957K	0.29%	61

Other funds holding MCK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Old Mutual Customised Solutions's MCK Position: Q2 2018 in Review

Old Mutual Customised Solutions held its McKesson (MCK) position steady in Q2 2018 at 9,815 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #195.

Old Mutual Customised Solutions first reported a position in MCK in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2013. 904 funds tracked by Wall St. Rank hold MCK as of Q2 2018.

Old Mutual Customised Solutions held 9,815 shares of McKesson worth $1.31M as of Q2 2018.
Old Mutual Customised Solutions left its McKesson share count unchanged in Q2 2018.
McKesson made up 0.13% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #195 holding.
Old Mutual Customised Solutions first reported a position in McKesson in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's McKesson position peaked at $1.39M in Q4 2013.
904 funds tracked by Wall St. Rank held McKesson as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.