Sarissa Capital Management’s Medicines Co MDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,202,000
| Closed | -$357M | – | 13 |
|
|
2019
Q4 | $357M | Hold |
4,202,000
| – | – | 29.63% | 1 |
|
|
2019
Q3 | $210M | Hold |
4,202,000
| – | – | 26.33% | 1 |
|
|
2019
Q2 | $153M | Buy |
4,202,000
+566,000
| +16% | +$18.5M | 19.1% | 2 |
|
|
2019
Q1 | $102M | Buy |
3,636,000
+855,000
| +31% | +$20.2M | 15.3% | 4 |
|
|
2018
Q4 | $53.2M | Buy |
2,781,000
+859,000
| +45% | +$20M | 11.8% | 5 |
|
|
2018
Q3 | $57.5M | Hold |
1,922,000
| – | – | 12.68% | 5 |
|
|
2018
Q2 | $70.5M | Hold |
1,922,000
| – | – | 14.14% | 2 |
|
|
2018
Q1 | $63.3M | Hold |
1,922,000
| – | – | 14.65% | 2 |
|
|
2017
Q4 | $52.5M | Buy |
1,922,000
+170,000
| +10% | +$5.24M | 13.45% | 3 |
|
|
2017
Q3 | $64.9M | Hold |
1,752,000
| – | – | 20.03% | 3 |
|
|
2017
Q2 | $66.6M | Hold |
1,752,000
| – | – | 22.23% | 3 |
|
|
2017
Q1 | $85.7M | Hold |
1,752,000
| – | – | 33.86% | 1 |
|
|
2016
Q4 | $59.5M | Hold |
1,752,000
| – | – | 16.38% | 3 |
|
|
2016
Q3 | $66.1M | Hold |
1,752,000
| – | – | 15.23% | 3 |
|
|
2016
Q2 | $58.9M | Hold |
1,752,000
| – | – | 16.72% | 3 |
|
|
2016
Q1 | $55.7M | Buy |
1,752,000
+185,000
| +12% | +$6.04M | 12.27% | 4 |
|
|
2015
Q4 | $58.5M | Hold |
1,567,000
| – | – | 11.38% | 4 |
|
|
2015
Q3 | $59.5M | Buy |
1,567,000
+205,100
| +15% | +$7.2M | 14.69% | 3 |
|
|
2015
Q2 | $39M | Buy |
1,361,900
+146,800
| +12% | +$4.09M | 8.97% | 4 |
|
|
2015
Q1 | $34M | Buy |
+1,215,100
| New | +$34.1M | 7.18% | 6 |
|
Other funds holding MDCO
Sarissa Capital Management's MDCO Position: Q1 2020 in Review
Sarissa Capital Management sold out of Medicines Co (MDCO) in Q1 2020, closing a stake of 4,202,000 shares — an estimated $357M sold.
Sarissa Capital Management first reported a position in MDCO in Q1 2015 and held it in 20 quarters. The position peaked at $357M in Q4 2019. 1 fund tracked by Wall St. Rank holds MDCO as of Q1 2020.
- Sarissa Capital Management reported no remaining Medicines Co position as of Q1 2020 after selling out during the quarter.
- Sarissa Capital Management sold 4,202,000 Medicines Co shares in Q1 2020, an estimated $357M.
- Sarissa Capital Management first reported a position in Medicines Co in Q1 2015 and held it in 20 quarters.
- Sarissa Capital Management's Medicines Co position peaked at $357M in Q4 2019.
- 1 fund tracked by Wall St. Rank held Medicines Co as of Q1 2020.
Based on Sarissa Capital Management's 13F filing for Q1 2020, filed 15 May 2020.