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Placemark Investments’s McKesson MCK Stock Holding History

Placemark 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
2014
Q4 		$13.2M Sell
63,358
-4,609
-7% -$936K 0.23% 103
2014
Q3 		$13.2M Buy
67,967
+1,046
+2% +$201K 0.24% 87
2014
Q2 		$12.5M Sell
66,921
-10,177
-13% -$1.81M 0.22% 93
2014
Q1 		$13.6M Buy
77,098
+12,994
+20% +$2.27M 0.26% 75
2013
Q4 		$10.3M Buy
64,104
+21,330
+50% +$3.28M 0.17% 141
2013
Q3 		$5.49M Buy
42,774
+2,570
+6% +$316K 0.1% 226
2013
Q2 		$4.6M Buy
+40,204
New +$4.47M 0.1% 245

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Placemark Investments's MCK Position: Q4 2014 in Review

Placemark Investments reduced its McKesson (MCK) stake by 6.8% in Q4 2014, selling an estimated $936K and leaving 63,358 shares worth $13.2M. The position accounts for 0.23% of the portfolio, ranked #103.

Placemark Investments first reported a position in MCK in Q2 2013 and has held it in 7 quarters since. The position peaked at $13.6M in Q1 2014. 888 funds tracked by Wall St. Rank hold MCK as of Q4 2014.

  • Placemark Investments held 63,358 shares of McKesson worth $13.2M as of Q4 2014.
  • Placemark Investments sold 4,609 McKesson shares in Q4 2014, an estimated $936K.
  • McKesson made up 0.23% of Placemark Investments's portfolio in Q4 2014, its #103 holding.
  • Placemark Investments first reported a position in McKesson in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's McKesson position peaked at $13.6M in Q1 2014.
  • 888 funds tracked by Wall St. Rank held McKesson as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.