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Stratton Management’s McKesson MCK Stock Holding History

Stratton 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
2015
Q4 		$3.31M Sell
16,795
-3,110
-16% -$587K 0.4% 102
2015
Q3 		$3.68M Buy
+19,905
New +$4.22M 0.42% 99

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stratton Management's MCK Position: Q4 2015 in Review

Stratton Management reduced its McKesson (MCK) stake by 16% in Q4 2015, selling an estimated $587K and leaving 16,795 shares worth $3.31M. The position accounts for 0.4% of the portfolio, ranked #102.

Stratton Management first reported a position in MCK in Q3 2015 and has held it in 2 quarters since. The position peaked at $3.68M in Q3 2015. 974 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

  • Stratton Management held 16,795 shares of McKesson worth $3.31M as of Q4 2015.
  • Stratton Management sold 3,110 McKesson shares in Q4 2015, an estimated $587K.
  • McKesson made up 0.4% of Stratton Management's portfolio in Q4 2015, its #102 holding.
  • Stratton Management first reported a position in McKesson in Q3 2015 and has held it in 2 quarters since.
  • Stratton Management's McKesson position peaked at $3.68M in Q3 2015.
  • 974 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Stratton Management's 13F filing for Q4 2015, filed 11 Feb 2016.