Lenox Wealth Advisors’s Cencora COR Stock Holding History

Lenox Wealth Advisors’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 Q1	$17K	Buy	102 +13	+15%	+$1.84K	﹤0.01%	402
2021 Q4	$12K	Buy	89 +8	+10%	+$984	﹤0.01%	483
2021 Q3	$10K	Buy	81 +6	+8%	+$721	﹤0.01%	465
2021 Q2	$9K	Buy	75 +64	+582%	+$7.56K	﹤0.01%	483
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	644
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	590
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	543
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	549
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	665
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	663
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	564
2019 Q2	$1K	Buy	+11	New	+$870	﹤0.01%	378
2018 Q3	–	Sell	-88	Closed	-$8K	–	436
2018 Q2	$8K	Sell	88 -27	-23%	-$2.37K	﹤0.01%	400
2018 Q1	$10K	Buy	115 +88	+326%	+$8.45K	﹤0.01%	361
2017 Q4	$2K	Buy	+27	New	+$2.23K	﹤0.01%	336

Other funds holding COR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Lenox Wealth Advisors's COR Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Cencora (COR) stake by 15% in Q1 2022, buying an estimated $1.84K and bringing the position to 102 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Lenox Wealth Advisors first reported a position in COR in Q4 2017 and has held it in 15 quarters since. 896 funds tracked by Wall St. Rank hold COR as of Q1 2022.

Lenox Wealth Advisors held 102 shares of Cencora worth $17K as of Q1 2022.
Lenox Wealth Advisors bought 13 Cencora shares in Q1 2022, an estimated $1.84K.
Cencora made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #402 holding.
Lenox Wealth Advisors first reported a position in Cencora in Q4 2017 and has held it in 15 quarters since.
896 funds tracked by Wall St. Rank held Cencora as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.