Johnson Midwest Financial’s Walgreens Boots Alliance WBA Stock Holding History

Johnson Midwest Financial’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 Q3	$34.5K	Buy	1,552 +150	+11%	+$3.99K	0.08%	103
2023 Q2	$39.9K	Buy	1,402 +12	+0.9%	+$391	0.04%	101
2023 Q1	$48.1K	Buy	1,390 +45	+3%	+$1.6K	0.07%	87
2022 Q4	$50K	Buy	1,345 +8	+0.6%	+$301	0.18%	83
2022 Q3	$42	Buy	1,337 +24	+2%	+$889	0.16%	94
2022 Q2	$50K	Buy	1,313 +651	+98%	+$28K	0.07%	84
2022 Q1	$30K	Hold	662	–	–	0.04%	102
2021 Q4	$35K	Hold	662	–	–	0.03%	102
2021 Q3	$31K	Hold	662	–	–	0.03%	115
2021 Q2	$35K	Hold	662	–	–	0.03%	109
2021 Q1	$36K	Hold	662	–	–	0.04%	104
2020 Q4	$26K	Buy	+662	New	+$25.6K	0.02%	120

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Johnson Midwest Financial's WBA Position: Q3 2023 in Review

Johnson Midwest Financial increased its Walgreens Boots Alliance (WBA) stake by 11% in Q3 2023, buying an estimated $3.99K and bringing the position to 1,552 shares worth $34.5K. The position accounts for 0.08% of the portfolio, ranked #103.

Johnson Midwest Financial first reported a position in WBA in Q4 2020 and has held it in 12 quarters since. The position peaked at $50K in Q4 2022. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

Johnson Midwest Financial held 1,552 shares of Walgreens Boots Alliance worth $34.5K as of Q3 2023.
Johnson Midwest Financial bought 150 Walgreens Boots Alliance shares in Q3 2023, an estimated $3.99K.
Walgreens Boots Alliance made up 0.08% of Johnson Midwest Financial's portfolio in Q3 2023, its #103 holding.
Johnson Midwest Financial first reported a position in Walgreens Boots Alliance in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Walgreens Boots Alliance position peaked at $50K in Q4 2022.
1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.