Shikiar Asset Management’s McKesson MCK Stock Holding History

Shikiar Asset Management’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
2017 Q4	–	Sell	-6,025	Closed	-$926K	–	97
2017 Q3	$926K	Sell	6,025 -12,390	-67%	-$1.93M	0.4%	46
2017 Q2	$3.03M	Sell	18,415 -17,215	-48%	-$2.61M	1.31%	32
2017 Q1	$5.28M	Buy	35,630 +7,375	+26%	+$1.08M	2.38%	13
2016 Q4	$3.97M	Buy	+28,255	New	+$4.16M	1.74%	25

Other funds holding MCK

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

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

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

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

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

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GCM

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

Shikiar Asset Management's MCK Position: Q4 2017 in Review

Shikiar Asset Management sold out of McKesson (MCK) in Q4 2017, closing a stake of 6,025 shares — an estimated $926K sold.

Shikiar Asset Management first reported a position in MCK in Q4 2016 and held it in 4 quarters. The position peaked at $5.28M in Q1 2017. 927 funds tracked by Wall St. Rank hold MCK as of Q4 2017.

Shikiar Asset Management reported no remaining McKesson position as of Q4 2017 after selling out during the quarter.
Shikiar Asset Management sold 6,025 McKesson shares in Q4 2017, an estimated $926K.
Shikiar Asset Management first reported a position in McKesson in Q4 2016 and held it in 4 quarters.
Shikiar Asset Management's McKesson position peaked at $5.28M in Q1 2017.
927 funds tracked by Wall St. Rank held McKesson as of Q4 2017.

Based on Shikiar Asset Management's 13F filing for Q4 2017, filed 26 Jan 2018.