HEIP
WBA

Hudson Edge Investment Partners’s Walgreens Boots Alliance WBA Stock Holding History

Hudson Edge Investment Partners’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
2020
Q1 		– Sell
-7,355
Closed -$434K – 137
2019
Q4 		$434K Sell
7,355
-289
-4% -$16.7K 0.11% 125
2019
Q3 		$423K Sell
7,644
-800
-9% -$42.9K 0.12% 115
2019
Q2 		$462K Sell
8,444
-3,000
-26% -$159K 0.13% 94
2019
Q1 		$724K Sell
11,444
-259
-2% -$17.7K 0.22% 55
2018
Q4 		$800K Hold
11,703
– – 0.25% 57
2018
Q3 		$853K Sell
11,703
-149
-1% -$10.1K 0.15% 61
2018
Q2 		$711K Buy
11,852
+16
+0.1% +$1.03K 0.13% 74
2018
Q1 		$775K Buy
11,836
+1,186
+11% +$84.7K 0.12% 60
2017
Q4 		$773K Buy
10,650
+2,105
+25% +$148K 0.11% 62
2017
Q3 		$660K Buy
8,545
+100
+1% +$8.01K 0.09% 70
2017
Q2 		$661K Buy
8,445
+380
+5% +$31.3K 0.09% 73
2017
Q1 		$670K Buy
8,065
+400
+5% +$33.5K 0.09% 73
2016
Q4 		$634K Buy
7,665
+40
+0.5% +$3.31K 0.09% 79
2016
Q3 		$615K Sell
7,625
-50
-0.7% -$4.08K 0.09% 72
2016
Q2 		$639K Sell
7,675
-675
-8% -$54.5K 0.1% 63
2016
Q1 		$703K Sell
8,350
-30
-0.4% -$2.4K 0.07% 110
2015
Q4 		$714K Sell
8,380
-125
-1% -$10.6K 0.07% 107
2015
Q3 		$707K Buy
8,505
+250
+3% +$22.6K 0.04% 107
2015
Q2 		$697K Sell
8,255
-344
-4% -$29.7K 0.03% 108
2015
Q1 		$728K Sell
8,599
-1,222
-12% -$97.3K 0.03% 108
2014
Q4 		$748K Buy
9,821
+510
+5% +$34.1K 0.03% 106
2014
Q3 		$552K Buy
9,311
+75
+0.8% +$4.92K 0.02% 112
2014
Q2 		$685K Sell
9,236
-605
-6% -$42.3K 0.02% 102
2014
Q1 		$650K Sell
9,841
-970
-9% -$61K 0.02% 105
2013
Q4 		$621K Sell
10,811
-510
-5% -$29.7K 0.02% 105
2013
Q3 		$609K Sell
11,321
-2,440
-18% -$123K 0.03% 105
2013
Q2 		$608K Buy
+13,761
New +$670K 0.02% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hudson Edge Investment Partners's WBA Position: Q1 2020 in Review

Hudson Edge Investment Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2020, closing a stake of 7,355 shares — an estimated $434K sold.

Hudson Edge Investment Partners first reported a position in WBA in Q2 2013 and held it in 27 quarters. The position peaked at $853K in Q3 2018. 1,262 funds tracked by Wall St. Rank hold WBA as of Q1 2020.

  • Hudson Edge Investment Partners reported no remaining Walgreens Boots Alliance position as of Q1 2020 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 7,355 Walgreens Boots Alliance shares in Q1 2020, an estimated $434K.
  • Hudson Edge Investment Partners first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 27 quarters.
  • Hudson Edge Investment Partners's Walgreens Boots Alliance position peaked at $853K in Q3 2018.
  • 1,262 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2020.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2020, filed 28 Apr 2020.