AIM
WBA

Axiom Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Axiom Investment Management’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-17,906
Closed -$993K – 217
2019
Q3 		$993K Sell
17,906
-51,330
-74% -$2.75M 0.76% 38
2019
Q2 		$3.78M Buy
69,236
+1,368
+2% +$72.7K 0.68% 35
2019
Q1 		$4.29M Buy
67,868
+934
+1% +$63.8K 0.81% 27
2018
Q4 		$4.57M Buy
+66,934
New +$5.19M 0.96% 24

Other funds holding WBA

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Axiom Investment Management's WBA Position: Q4 2019 in Review

Axiom Investment Management sold out of Walgreens Boots Alliance (WBA) in Q4 2019, closing a stake of 17,906 shares — an estimated $993K sold.

Axiom Investment Management first reported a position in WBA in Q4 2018 and held it in 4 quarters. The position peaked at $4.57M in Q4 2018. 1,335 funds tracked by Wall St. Rank hold WBA as of Q4 2019.

  • Axiom Investment Management reported no remaining Walgreens Boots Alliance position as of Q4 2019 after selling out during the quarter.
  • Axiom Investment Management sold 17,906 Walgreens Boots Alliance shares in Q4 2019, an estimated $993K.
  • Axiom Investment Management first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 4 quarters.
  • Axiom Investment Management's Walgreens Boots Alliance position peaked at $4.57M in Q4 2018.
  • 1,335 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2019.

Based on Axiom Investment Management's 13F filing for Q4 2019, filed 16 Mar 2021.