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Robert N. Shapiro’s McKesson MCK Stock Holding History

Robert N. Shapiro’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 		$149K Sell
720
-100
-12% -$20.3K 0.03% 295
2014
Q3 		$160K Buy
820
+520
+173% +$100K 0.03% 304
2014
Q2 		$56K Hold
300
– – 0.01% 450
2014
Q1 		$53K Sell
300
-62
-17% -$10.8K 0.01% 449
2013
Q4 		$58K Buy
362
+42
+13% +$6.45K 0.01% 433
2013
Q3 		$41K Sell
320
-40
-11% -$4.91K 0.01% 644
2013
Q2 		$41K Buy
+360
New +$40.1K 0.01% 605

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

Robert N. Shapiro's MCK Position: Q4 2014 in Review

Robert N. Shapiro reduced its McKesson (MCK) stake by 12% in Q4 2014, selling an estimated $20.3K and leaving 720 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #295.

Robert N. Shapiro first reported a position in MCK in Q2 2013 and has held it in 7 quarters since. The position peaked at $160K in Q3 2014. 888 funds tracked by Wall St. Rank hold MCK as of Q4 2014.

  • Robert N. Shapiro held 720 shares of McKesson worth $149K as of Q4 2014.
  • Robert N. Shapiro sold 100 McKesson shares in Q4 2014, an estimated $20.3K.
  • McKesson made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #295 holding.
  • Robert N. Shapiro first reported a position in McKesson in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's McKesson position peaked at $160K in Q3 2014.
  • 888 funds tracked by Wall St. Rank held McKesson as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.