HIIFS
WBA

Harel Insurance Investments & Financial Services’s Walgreens Boots Alliance WBA Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q4 		– Sell
-734
Closed -$35K – 826
2021
Q3 		$35K Sell
734
-2
-0.3% -$96 ﹤0.01% 565
2021
Q2 		$126K Buy
736
+596
+426% +$32.1K ﹤0.01% 616
2021
Q1 		$26K Buy
+140
New +$6.92K ﹤0.01% 684
2019
Q2 		– Sell
-600
Closed -$38K – 533
2019
Q1 		$38K Sell
600
-370
-38% -$25.3K ﹤0.01% 294
2018
Q4 		$66K Buy
970
+370
+62% +$28.7K ﹤0.01% 271
2018
Q3 		$44K Hold
600
– – ﹤0.01% 348
2018
Q2 		$36K Hold
600
– – ﹤0.01% 326
2018
Q1 		$39K Sell
600
-1,180
-66% -$84.3K ﹤0.01% 331
2017
Q4 		$129K Sell
1,780
-970
-35% -$68.3K 0.01% 248
2017
Q3 		$212K Hold
2,750
– – 0.02% 166
2017
Q2 		$215K Sell
2,750
-2,705
-50% -$223K 0.02% 176
2017
Q1 		$453K Buy
+5,455
New +$457K 0.04% 96
2016
Q3 		– Sell
-1,845
Closed -$154K – 671
2016
Q2 		$154K Buy
+1,845
New +$149K 0.02% 191

Other funds holding WBA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WBA Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 734 shares — an estimated $35K sold.

Harel Insurance Investments & Financial Services first reported a position in WBA in Q2 2016 and held it in 13 quarters. The position peaked at $453K in Q1 2017. 1,364 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 734 Walgreens Boots Alliance shares in Q4 2021, an estimated $35K.
  • Harel Insurance Investments & Financial Services first reported a position in Walgreens Boots Alliance in Q2 2016 and held it in 13 quarters.
  • Harel Insurance Investments & Financial Services's Walgreens Boots Alliance position peaked at $453K in Q1 2017.
  • 1,364 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.