Moody Lynn & Lieberson’s McKesson MCK Stock Holding History

Moody Lynn & Lieberson’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
2023 Q4	–	Sell	-3,687	Closed	-$1.6M	–	239
2023 Q3	$1.6M	Sell	3,687 -1,689	-31%	-$712K	0.14%	87
2023 Q2	$2.3M	Buy	5,376 +4,637	+627%	+$1.78M	0.19%	78
2023 Q1	$263K	Sell	739 -120	-14%	-$43.3K	0.02%	196
2022 Q4	$322K	Sell	859 -10,660	-93%	-$3.98M	0.03%	191
2022 Q3	$3.92M	Buy	11,519 +100	+0.9%	+$34.7K	0.38%	58
2022 Q2	$3.73M	Buy	+11,419	New	+$3.65M	0.34%	64
2015 Q4	–	Sell	-25,425	Closed	-$4.7M	–	184
2015 Q3	$4.7M	Buy	+25,425	New	+$5.39M	0.9%	44

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moody Lynn & Lieberson's MCK Position: Q4 2023 in Review

Moody Lynn & Lieberson sold out of McKesson (MCK) in Q4 2023, closing a stake of 3,687 shares — an estimated $1.6M sold.

Moody Lynn & Lieberson first reported a position in MCK in Q3 2015 and held it in 7 quarters. The position peaked at $4.7M in Q3 2015. 1,482 funds tracked by Wall St. Rank hold MCK as of Q4 2023.

Moody Lynn & Lieberson reported no remaining McKesson position as of Q4 2023 after selling out during the quarter.
Moody Lynn & Lieberson sold 3,687 McKesson shares in Q4 2023, an estimated $1.6M.
Moody Lynn & Lieberson first reported a position in McKesson in Q3 2015 and held it in 7 quarters.
Moody Lynn & Lieberson's McKesson position peaked at $4.7M in Q3 2015.
1,482 funds tracked by Wall St. Rank held McKesson as of Q4 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2023, filed 24 Jan 2024.