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Systematic Financial Management’s McKesson MCK Stock Holding History

Systematic Financial 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
Q3 		– Sell
-10,620
Closed -$1.75M – 651
2017
Q2 		$1.75M Buy
+10,620
New +$1.61M 0.03% 413
2015
Q3 		– Sell
-27,836
Closed -$6.26M – 676
2015
Q2 		$6.26M Sell
27,836
-4,582
-14% -$1.06M 0.05% 302
2015
Q1 		$7.33M Buy
+32,418
New +$7.19M 0.06% 309

Other funds holding MCK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Systematic Financial Management's MCK Position: Q3 2017 in Review

Systematic Financial Management sold out of McKesson (MCK) in Q3 2017, closing a stake of 10,620 shares — an estimated $1.75M sold.

Systematic Financial Management first reported a position in MCK in Q1 2015 and held it in 3 quarters. The position peaked at $7.33M in Q1 2015. 877 funds tracked by Wall St. Rank hold MCK as of Q3 2017.

  • Systematic Financial Management reported no remaining McKesson position as of Q3 2017 after selling out during the quarter.
  • Systematic Financial Management sold 10,620 McKesson shares in Q3 2017, an estimated $1.75M.
  • Systematic Financial Management first reported a position in McKesson in Q1 2015 and held it in 3 quarters.
  • Systematic Financial Management's McKesson position peaked at $7.33M in Q1 2015.
  • 877 funds tracked by Wall St. Rank held McKesson as of Q3 2017.

Based on Systematic Financial Management's 13F filing for Q3 2017, filed 8 Nov 2017.