Orbis Allan Gray’s McKesson MCK Stock Holding History

Orbis Allan Gray’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
2019 Q3	–	Sell	-9,186	Closed	-$1.24M	–	62
2019 Q2	$1.24M	Buy	+9,186	New	+$1.15M	0.01%	52
2016 Q3	–	Sell	-398,077	Closed	-$74.3M	–	81
2016 Q2	$74.3M	Sell	398,077 -7,586	-2%	-$1.33M	0.57%	39
2016 Q1	$63.8M	Buy	+405,663	New	+$65.5M	0.52%	37

Other funds holding MCK

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

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

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

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

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

GCM

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Orbis Allan Gray's MCK Position: Q3 2019 in Review

Orbis Allan Gray sold out of McKesson (MCK) in Q3 2019, closing a stake of 9,186 shares — an estimated $1.24M sold.

Orbis Allan Gray first reported a position in MCK in Q1 2016 and held it in 3 quarters. The position peaked at $74.3M in Q2 2016. 838 funds tracked by Wall St. Rank hold MCK as of Q3 2019.

Orbis Allan Gray reported no remaining McKesson position as of Q3 2019 after selling out during the quarter.
Orbis Allan Gray sold 9,186 McKesson shares in Q3 2019, an estimated $1.24M.
Orbis Allan Gray first reported a position in McKesson in Q1 2016 and held it in 3 quarters.
Orbis Allan Gray's McKesson position peaked at $74.3M in Q2 2016.
838 funds tracked by Wall St. Rank held McKesson as of Q3 2019.

Based on Orbis Allan Gray's 13F filing for Q3 2019, filed 14 Nov 2019.