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Matthew Goff Investment Advisor’s McKesson MCK Stock Holding History

Matthew Goff Investment Advisor’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
2021
Q4 		– Sell
-5,372
Closed -$1.07M – 86
2021
Q3 		$1.07M Sell
5,372
-263
-5% -$52.6K 0.26% 52
2021
Q2 		$1.08M Sell
5,635
-767
-12% -$148K 0.27% 53
2021
Q1 		$1.25M Sell
6,402
-103
-2% -$18.8K 0.35% 51
2020
Q4 		$1.13M Sell
6,505
-68
-1% -$11.3K 0.34% 50
2020
Q3 		$979K Sell
6,573
-272
-4% -$41.3K 0.31% 48
2020
Q2 		$1.05M Buy
6,845
+19
+0.3% +$2.74K 0.34% 47
2020
Q1 		$923K Sell
6,826
-48
-0.7% -$7.03K 0.39% 38
2019
Q4 		$951K Sell
6,874
-138
-2% -$19.5K 0.35% 38
2019
Q3 		$958K Buy
7,012
+122
+2% +$17.3K 0.4% 37
2019
Q2 		$926K Sell
6,890
-258
-4% -$32.2K 0.4% 36
2019
Q1 		$837K Sell
7,148
-193
-3% -$23.8K 0.39% 35
2018
Q4 		$811K Sell
7,341
-61
-0.8% -$7.61K 0.41% 34
2018
Q3 		$982K Hold
7,402
– – 0.39% 42
2018
Q2 		$987K Sell
7,402
-59
-0.8% -$8.63K 0.39% 44
2018
Q1 		$1.05M Buy
7,461
+213
+3% +$33.2K 0.44% 44
2017
Q4 		$1.13M Sell
7,248
-38
-0.5% -$5.63K 0.49% 43
2017
Q3 		$1.12M Buy
7,286
+1,372
+23% +$214K 0.48% 44
2017
Q2 		$973K Buy
5,914
+1,225
+26% +$186K 0.87% 25
2017
Q1 		$695K Buy
+4,689
New +$687K 0.66% 26

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Matthew Goff Investment Advisor's MCK Position: Q4 2021 in Review

Matthew Goff Investment Advisor sold out of McKesson (MCK) in Q4 2021, closing a stake of 5,372 shares — an estimated $1.07M sold.

Matthew Goff Investment Advisor first reported a position in MCK in Q1 2017 and held it in 19 quarters. The position peaked at $1.25M in Q1 2021. 1,098 funds tracked by Wall St. Rank hold MCK as of Q4 2021.

  • Matthew Goff Investment Advisor reported no remaining McKesson position as of Q4 2021 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 5,372 McKesson shares in Q4 2021, an estimated $1.07M.
  • Matthew Goff Investment Advisor first reported a position in McKesson in Q1 2017 and held it in 19 quarters.
  • Matthew Goff Investment Advisor's McKesson position peaked at $1.25M in Q1 2021.
  • 1,098 funds tracked by Wall St. Rank held McKesson as of Q4 2021.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2021, filed 18 Jan 2022.