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Sanibel Captiva Investment Advisers’s McKesson MCK Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$1.22M Buy
7,579
+1,857
+32% +$285K 0.76% 48
2013
Q3 		$734K Buy
+5,722
New +$703K 0.57% 51

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sanibel Captiva Investment Advisers's MCK Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its McKesson (MCK) stake by 32% in Q4 2013, buying an estimated $285K and bringing the position to 7,579 shares worth $1.22M. The position accounts for 0.76% of the portfolio, ranked #48.

Sanibel Captiva Investment Advisers first reported a position in MCK in Q3 2013 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold MCK as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 7,579 shares of McKesson worth $1.22M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 1,857 McKesson shares in Q4 2013, an estimated $285K.
  • McKesson made up 0.76% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #48 holding.
  • Sanibel Captiva Investment Advisers first reported a position in McKesson in Q3 2013 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held McKesson as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.