Palo Capital’s McKesson MCK Stock Holding History

Palo Capital’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 Q4	$380K	Sell	3,436 -645	-16%	-$80.4K	0.16%	114
2018 Q3	$541K	Sell	4,081 -535	-12%	-$69.8K	0.19%	113
2018 Q2	$616K	Sell	4,616 -52	-1%	-$7.61K	0.22%	116
2018 Q1	$658K	Sell	4,668 -230	-5%	-$35.8K	0.24%	114
2017 Q4	$764K	Sell	4,898 -365	-7%	-$54.1K	0.34%	84
2017 Q3	$808K	Sell	5,263 -570	-10%	-$89K	0.43%	79
2017 Q2	$960K	Sell	5,833 -20	-0.3%	-$3.03K	0.54%	68
2017 Q1	$868K	Sell	5,853 -99	-2%	-$14.5K	0.51%	67
2016 Q4	$836K	Sell	5,952 -1,276	-18%	-$188K	0.53%	70
2016 Q3	$1.21M	Sell	7,228 -6,136	-46%	-$1.14M	0.84%	57
2016 Q2	$2.49M	Buy	13,364 +5,237	+64%	+$919K	0.86%	49
2016 Q1	$1.28M	Sell	8,127 -24	-0.3%	-$3.88K	1.01%	36
2015 Q4	$1.61M	Sell	8,151 -532	-6%	-$100K	1.46%	12
2015 Q3	$1.61M	Sell	8,683 -200	-2%	-$42.4K	1.4%	12
2015 Q2	$2M	Sell	8,883 -818	-8%	-$189K	1.56%	10
2015 Q1	$2.19M	Sell	9,701 -985	-9%	-$218K	1.79%	9
2014 Q4	$2.22M	Buy	+10,686	New	+$2.17M	1.87%	7

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

GCM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Palo Capital's MCK Position: Q4 2018 in Review

Palo Capital reduced its McKesson (MCK) stake by 16% in Q4 2018, selling an estimated $80.4K and leaving 3,436 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #114.

Palo Capital first reported a position in MCK in Q4 2014 and has held it in 17 quarters since. The position peaked at $2.49M in Q2 2016. 856 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

Palo Capital held 3,436 shares of McKesson worth $380K as of Q4 2018.
Palo Capital sold 645 McKesson shares in Q4 2018, an estimated $80.4K.
McKesson made up 0.16% of Palo Capital's portfolio in Q4 2018, its #114 holding.
Palo Capital first reported a position in McKesson in Q4 2014 and has held it in 17 quarters since.
Palo Capital's McKesson position peaked at $2.49M in Q2 2016.
856 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.