Echo Street Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Echo Street Capital 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
2023 Q1	–	Sell	-11,295	Closed	-$422K	–	613
2022 Q4	$422K	Sell	11,295 -11,731	-51%	-$441K	﹤0.01%	324
2022 Q3	$723K	Buy	23,026 +8,148	+55%	+$302K	0.01%	206
2022 Q2	$564K	Sell	14,878 -14,835	-50%	-$638K	0.01%	287
2022 Q1	$1.33M	Buy	+29,713	New	+$1.46M	0.01%	179
2021 Q4	–	Sell	-4,439	Closed	-$209K	–	758
2021 Q3	$209K	Sell	4,439 -583	-12%	-$28.1K	﹤0.01%	570
2021 Q2	$264K	Sell	5,022 -7,938	-61%	-$427K	﹤0.01%	504
2021 Q1	$712K	Sell	12,960 -11,877	-48%	-$587K	0.01%	227
2020 Q4	$990K	Buy	+24,837	New	+$962K	0.01%	166
2020 Q3	–	Sell	-5,670	Closed	-$240K	–	366
2020 Q2	$240K	Buy	+5,670	New	+$241K	﹤0.01%	409

Other funds holding WBA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Echo Street Capital Management's WBA Position: Q1 2023 in Review

Echo Street Capital Management sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 11,295 shares — an estimated $422K sold.

Echo Street Capital Management first reported a position in WBA in Q2 2020 and held it in 9 quarters. The position peaked at $1.33M in Q1 2022. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

Echo Street Capital Management reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 11,295 Walgreens Boots Alliance shares in Q1 2023, an estimated $422K.
Echo Street Capital Management first reported a position in Walgreens Boots Alliance in Q2 2020 and held it in 9 quarters.
Echo Street Capital Management's Walgreens Boots Alliance position peaked at $1.33M in Q1 2022.
1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.