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UBS’s McKesson MCK Stock Holding History

UBS’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
2014
Q3 		$39K Sell
200
-300
-60% -$57.7K ﹤0.01% 7136
2014
Q2 		$93K Sell
500
-1,200
-71% -$213K ﹤0.01% 6024
2014
Q1 		$300K Sell
1,700
-500
-23% -$87.4K ﹤0.01% 4765
2013
Q4 		$355K Buy
2,200
+800
+57% +$123K ﹤0.01% 4676
2013
Q3 		$180K Sell
1,400
-600
-30% -$73.7K ﹤0.01% 5308
2013
Q2 		$229K Buy
+2,000
New +$223K ﹤0.01% 4956

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's MCK Position: Q3 2014 in Review

UBS increased its McKesson (MCK) stake by 11% in Q3 2014, buying an estimated $13.7M and bringing the position to 699,639 shares worth $136M. The position accounts for 0.1% of the portfolio, ranked #220.

UBS first reported a position in MCK in Q2 2013 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold MCK as of Q3 2014.

  • UBS held 699,639 shares of McKesson worth $136M as of Q3 2014.
  • UBS bought 71,035 McKesson shares in Q3 2014, an estimated $13.7M.
  • McKesson made up 0.1% of UBS's portfolio in Q3 2014, its #220 holding.
  • UBS first reported a position in McKesson in Q2 2013 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held McKesson as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.