MinichMacGregor Wealth Management’s Cencora COR Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-10	Closed	-$1.66K	–	200
2022 Q4	$1.66K	Buy	+10	New	+$1.58K	﹤0.01%	587
2020 Q2	–	Sell	-18,338	Closed	-$1.62M	–	72
2020 Q1	$1.62M	Buy	+18,338	New	+$1.62M	1.45%	11
2019 Q1	–	Sell	-14,600	Closed	-$1.21M	–	63
2018 Q4	$1.21M	Buy	14,600 +14,533	+21,691%	+$1.25M	0.83%	47
2018 Q3	$6K	Buy	67 +51	+319%	+$4.41K	﹤0.01%	368
2018 Q2	$1K	Hold	16	–	–	﹤0.01%	474
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	455
2017 Q4	$1K	Hold	16	–	–	﹤0.01%	445
2017 Q3	$1K	Hold	16	–	–	﹤0.01%	422
2017 Q2	$1K	Hold	16	–	–	﹤0.01%	415
2017 Q1	$1K	Hold	16	–	–	﹤0.01%	405
2016 Q4	$1K	Hold	16	–	–	﹤0.01%	407
2016 Q3	$1K	Buy	16 +2	+14%	+$171	﹤0.01%	402
2016 Q2	$1K	Sell	14 -263	-95%	-$21.1K	﹤0.01%	386
2016 Q1	$23K	Buy	277 +175	+172%	+$15.6K	0.02%	160
2015 Q4	$11K	Buy	+102	New	+$10K	0.01%	218

Other funds holding COR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MinichMacGregor Wealth Management's COR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Cencora (COR) in Q1 2023, closing a stake of 10 shares — an estimated $1.66K sold.

MinichMacGregor Wealth Management first reported a position in COR in Q4 2015 and held it in 15 quarters. The position peaked at $1.62M in Q1 2020. 942 funds tracked by Wall St. Rank hold COR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Cencora position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 10 Cencora shares in Q1 2023, an estimated $1.66K.
MinichMacGregor Wealth Management first reported a position in Cencora in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's Cencora position peaked at $1.62M in Q1 2020.
942 funds tracked by Wall St. Rank held Cencora as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.