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MPS Loria Financial Planners’s Cencora COR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-9
Closed -$1K – 203
2021
Q1 		$1K Sell
9
-110
-92% -$11.9K ﹤0.01% 483
2020
Q4 		$11K Buy
+119
New +$11.9K ﹤0.01% 285

Other funds holding COR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

MPS Loria Financial Planners's COR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Cencora (COR) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in COR in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 788 funds tracked by Wall St. Rank hold COR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Cencora position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 9 Cencora shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Cencora in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Cencora position peaked at $11K in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Cencora as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.