SWK
WBA

Stephen W. Kidder’s Walgreens Boots Alliance WBA Stock Holding History

Stephen W. Kidder’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
2020
Q1 		– Sell
-3,625
Closed -$214K – 71
2019
Q4 		$214K Sell
3,625
-375
-9% -$21.6K 0.08% 70
2019
Q3 		$221K Sell
4,000
-1,350
-25% -$72.3K 0.09% 69
2019
Q2 		$292K Sell
5,350
-1,058
-17% -$56.2K 0.12% 60
2019
Q1 		$405K Sell
6,408
-300
-4% -$20.5K 0.16% 54
2018
Q4 		$458K Sell
6,708
-25
-0.4% -$1.94K 0.2% 54
2018
Q3 		$491K Sell
6,733
-600
-8% -$40.7K 0.18% 59
2018
Q2 		$440K Sell
7,333
-950
-11% -$61.2K 0.17% 66
2018
Q1 		$543K Sell
8,283
-100
-1% -$7.14K 0.21% 61
2017
Q4 		$609K Buy
8,383
+237
+3% +$16.7K 0.22% 61
2017
Q3 		$629K Sell
8,146
-300
-4% -$24K 0.23% 61
2017
Q2 		$661K Sell
8,446
-200
-2% -$16.5K 0.25% 60
2017
Q1 		$718K Sell
8,646
-600
-6% -$50.3K 0.28% 59
2016
Q4 		$765K Sell
9,246
-800
-8% -$66.2K 0.31% 58
2016
Q3 		$810K Sell
10,046
-400
-4% -$32.6K 0.32% 58
2016
Q2 		$870K Hold
10,446
– – 0.35% 58
2016
Q1 		$881K Sell
10,446
-150
-1% -$12K 0.36% 57
2015
Q4 		$903K Hold
10,596
– – 0.39% 55
2015
Q3 		$881K Hold
10,596
– – 0.44% 50
2015
Q2 		$895K Sell
10,596
-2,850
-21% -$246K 0.4% 53
2015
Q1 		$1.14M Sell
13,446
-50
-0.4% -$3.98K 0.49% 50
2014
Q4 		$1.03M Hold
13,496
– – 0.45% 51
2014
Q3 		$800K Buy
+13,496
New +$885K 0.36% 55

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephen W. Kidder's WBA Position: Q1 2020 in Review

Stephen W. Kidder sold out of Walgreens Boots Alliance (WBA) in Q1 2020, closing a stake of 3,625 shares — an estimated $214K sold.

Stephen W. Kidder first reported a position in WBA in Q3 2014 and held it in 22 quarters. The position peaked at $1.14M in Q1 2015. 1,261 funds tracked by Wall St. Rank hold WBA as of Q1 2020.

  • Stephen W. Kidder reported no remaining Walgreens Boots Alliance position as of Q1 2020 after selling out during the quarter.
  • Stephen W. Kidder sold 3,625 Walgreens Boots Alliance shares in Q1 2020, an estimated $214K.
  • Stephen W. Kidder first reported a position in Walgreens Boots Alliance in Q3 2014 and held it in 22 quarters.
  • Stephen W. Kidder's Walgreens Boots Alliance position peaked at $1.14M in Q1 2015.
  • 1,261 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2020.

Based on Stephen W. Kidder's 13F filing for Q1 2020, filed 7 May 2020.