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Waratah Capital Advisors’s McKesson MCK Stock Holding History

Waratah Capital Advisors’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 		– Sell
-79,565
Closed -$14.7M – 196
2015
Q3 		$14.7M Buy
79,565
+61,573
+342% +$13.1M 3.11% 9
2015
Q2 		$4.04M Sell
17,992
-2,118
-11% -$490K 0.91% 35
2015
Q1 		$4.55M Buy
20,110
+8,610
+75% +$1.91M 1.24% 26
2014
Q4 		$2.39M Buy
+11,500
New +$2.34M 1.12% 21

Other funds holding MCK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $544B AUM 28.31% 1-Year Est. Return

Waratah Capital Advisors's MCK Position: Q4 2015 in Review

Waratah Capital Advisors sold out of McKesson (MCK) in Q4 2015, closing a stake of 79,565 shares — an estimated $14.7M sold.

Waratah Capital Advisors first reported a position in MCK in Q4 2014 and held it in 4 quarters. The position peaked at $14.7M in Q3 2015. 973 funds tracked by Wall St. Rank hold MCK as of Q4 2015.

  • Waratah Capital Advisors reported no remaining McKesson position as of Q4 2015 after selling out during the quarter.
  • Waratah Capital Advisors sold 79,565 McKesson shares in Q4 2015, an estimated $14.7M.
  • Waratah Capital Advisors first reported a position in McKesson in Q4 2014 and held it in 4 quarters.
  • Waratah Capital Advisors's McKesson position peaked at $14.7M in Q3 2015.
  • 973 funds tracked by Wall St. Rank held McKesson as of Q4 2015.

Based on Waratah Capital Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.