ECM
WBA

Evergreen Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Evergreen 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
2025
Q3 		– Sell
-26,101
Closed -$300K – 1369
2025
Q2 		$300K Buy
26,101
+179
+0.7% +$1.99K 0.01% 805
2025
Q1 		$290K Buy
25,922
+9,256
+56% +$100K 0.01% 769
2024
Q4 		$155K Sell
16,666
-2,857
-15% -$26.5K 0.01% 1023
2024
Q3 		$175K Buy
+19,523
New +$201K 0.01% 956
2023
Q2 		– Sell
-13,037
Closed -$451K – 838
2023
Q1 		$451K Buy
13,037
+2,415
+23% +$85.7K 0.02% 396
2022
Q4 		$397K Buy
10,622
+3,879
+58% +$146K 0.02% 412
2022
Q3 		$212K Sell
6,743
-527
-7% -$19.5K 0.01% 541
2022
Q2 		$275K Sell
7,270
-188
-3% -$8.08K 0.01% 442
2022
Q1 		$334K Sell
7,458
-691
-8% -$34K 0.01% 460
2021
Q4 		$425K Buy
8,149
+14
+0.2% +$678 0.02% 401
2021
Q3 		$383K Buy
+8,135
New +$392K 0.02% 393
2020
Q1 		– Sell
-41,226
Closed -$2.43M – 496
2019
Q4 		$2.43M Buy
+41,226
New +$2.38M 0.2% 106
2018
Q3 		– Sell
-38,918
Closed -$2.34M – 407
2018
Q2 		$2.34M Sell
38,918
-104
-0.3% -$6.7K 0.22% 99
2018
Q1 		$2.56M Buy
+39,022
New +$2.79M 0.25% 99

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $500M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return