Searle & Co’s McKesson MCK Stock Holding History

Searle & Co’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
2018 Q4	–	Sell	-2,000	Closed	-$265K	–	124
2018 Q3	$265K	Hold	2,000	–	–	0.16%	117
2018 Q2	$267K	Hold	2,000	–	–	0.17%	112
2018 Q1	$282K	Hold	2,000	–	–	0.18%	109
2017 Q4	$312K	Hold	2,000	–	–	0.2%	109
2017 Q3	$307K	Hold	2,000	–	–	0.2%	106
2017 Q2	$329K	Sell	2,000 -1,000	-33%	-$152K	0.23%	103
2017 Q1	$445K	Hold	3,000	–	–	0.31%	86
2016 Q4	$421K	Hold	3,000	–	–	0.35%	78
2016 Q3	$497K	Buy	+3,000	New	+$559K	0.43%	71
2016 Q2	–	Sell	-3,000	Closed	-$472K	–	69
2016 Q1	$472K	Hold	3,000	–	–	0.43%	65
2015 Q4	$584K	Buy	3,000 +1,000	+50%	+$189K	0.56%	54
2015 Q3	$370K	Sell	2,000 -1,000	-33%	-$212K	0.38%	77
2015 Q2	$674K	Hold	3,000	–	–	0.56%	53
2015 Q1	$678K	Hold	3,000	–	–	0.58%	53
2014 Q4	$622K	Buy	+3,000	New	+$609K	0.53%	56

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Searle & Co's MCK Position: Q4 2018 in Review

Searle & Co sold out of McKesson (MCK) in Q4 2018, closing a stake of 2,000 shares — an estimated $265K sold.

Searle & Co first reported a position in MCK in Q4 2014 and held it in 15 quarters. The position peaked at $678K in Q1 2015. 855 funds tracked by Wall St. Rank hold MCK as of Q4 2018.

Searle & Co reported no remaining McKesson position as of Q4 2018 after selling out during the quarter.
Searle & Co sold 2,000 McKesson shares in Q4 2018, an estimated $265K.
Searle & Co first reported a position in McKesson in Q4 2014 and held it in 15 quarters.
Searle & Co's McKesson position peaked at $678K in Q1 2015.
855 funds tracked by Wall St. Rank held McKesson as of Q4 2018.

Based on Searle & Co's 13F filing for Q4 2018, filed 12 Feb 2019.