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Estate Counselors’s Cencora COR Stock Holding History

Estate Counselors’s Portfolio COR Stock Details COR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,920
Closed -$1.53M – 175
2022
Q1 		$1.53M Hold
9,920
– – 0.2% 64
2021
Q4 		$1.32M Buy
9,920
+135
+1% +$16.6K 0.16% 78
2021
Q3 		$1.17M Buy
9,785
+100
+1% +$12K 0.15% 88
2021
Q2 		$1.11M Buy
9,685
+195
+2% +$23K 0.15% 87
2021
Q1 		$1.12M Hold
9,490
– – 0.16% 70
2020
Q4 		$928K Buy
9,490
+3,875
+69% +$388K 0.14% 79
2020
Q3 		$544K Buy
5,615
+25
+0.4% +$2.48K 0.08% 79
2020
Q2 		$563K Buy
5,590
+200
+4% +$18.4K 0.09% 78
2020
Q1 		$477K Buy
+5,390
New +$475K 0.08% 79

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Counselors's COR Position: Q2 2022 in Review

Estate Counselors sold out of Cencora (COR) in Q2 2022, closing a stake of 9,920 shares — an estimated $1.53M sold.

Estate Counselors first reported a position in COR in Q1 2020 and held it in 9 quarters. The position peaked at $1.53M in Q1 2022. 894 funds tracked by Wall St. Rank hold COR as of Q2 2022.

  • Estate Counselors reported no remaining Cencora position as of Q2 2022 after selling out during the quarter.
  • Estate Counselors sold 9,920 Cencora shares in Q2 2022, an estimated $1.53M.
  • Estate Counselors first reported a position in Cencora in Q1 2020 and held it in 9 quarters.
  • Estate Counselors's Cencora position peaked at $1.53M in Q1 2022.
  • 894 funds tracked by Wall St. Rank held Cencora as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.