OIM
WBA

Oracle Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Oracle Investment Management’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
2024
Q2 		– Sell
-410,000
Closed -$8.89M – 28
2024
Q1 		$8.89M Buy
410,000
+310,000
+310% +$6.89M 5.91% 6
2023
Q4 		$2.61M Buy
+100,000
New +$2.24M 1.59% 16
2021
Q1 		– Sell
-200,400
Closed -$203K – 30
2020
Q4 		$203K Buy
+200,400
New +$7.76M 0.03% 22

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oracle Investment Management's WBA Position: Q3 2024 in Review

Oracle Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 27,500 shares — an estimated $333K sold.

Oracle Investment Management first reported a position in WBA in Q1 2024 and held it in 2 quarters. The position peaked at $596K in Q1 2024. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Oracle Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Oracle Investment Management sold 27,500 Walgreens Boots Alliance shares in Q3 2024, an estimated $333K.
  • Oracle Investment Management first reported a position in Walgreens Boots Alliance in Q1 2024 and held it in 2 quarters.
  • Oracle Investment Management's Walgreens Boots Alliance position peaked at $596K in Q1 2024.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Oracle Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.