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Santa Fe Partners’s McKesson MCK Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-8,809
Closed -$1.74M – 192
2015
Q4 		$1.74M Sell
8,809
-8,889
-50% -$1.68M 0.29% 148
2015
Q3 		$3.27M Buy
17,698
+12,737
+257% +$2.7M 0.44% 79
2015
Q2 		$1.11M Buy
+4,961
New +$1.15M 0.15% 259
2014
Q4 		– Sell
-7,275
Closed -$1.42M – 560
2014
Q3 		$1.42M Sell
7,275
-857
-11% -$165K 0.22% 191
2014
Q2 		$1.51M Buy
+8,132
New +$1.45M 0.23% 175
2013
Q4 		– Sell
-5,254
Closed -$674K – 531
2013
Q3 		$674K Sell
5,254
-16,825
-76% -$2.07M 0.13% 270
2013
Q2 		$2.53M Buy
+22,079
New +$2.46M 0.51% 12

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Santa Fe Partners's MCK Position: Q1 2016 in Review

Santa Fe Partners sold out of McKesson (MCK) in Q1 2016, closing a stake of 8,809 shares — an estimated $1.74M sold.

Santa Fe Partners first reported a position in MCK in Q2 2013 and held it in 7 quarters. The position peaked at $3.27M in Q3 2015. 935 funds tracked by Wall St. Rank hold MCK as of Q1 2016.

  • Santa Fe Partners reported no remaining McKesson position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 8,809 McKesson shares in Q1 2016, an estimated $1.74M.
  • Santa Fe Partners first reported a position in McKesson in Q2 2013 and held it in 7 quarters.
  • Santa Fe Partners's McKesson position peaked at $3.27M in Q3 2015.
  • 935 funds tracked by Wall St. Rank held McKesson as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.