ZIG
WBA

Zuckerman Investment Group’s Walgreens Boots Alliance WBA Stock Holding History

Zuckerman Investment Group’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
2022
Q1 		– Sell
-213,739
Closed -$11.1M – 122
2021
Q4 		$11.1M Sell
213,739
-102,629
-32% -$4.97M 1.73% 23
2021
Q3 		$14.9M Sell
316,368
-3,095
-1% -$149K 2.47% 13
2021
Q2 		$16.8M Sell
319,463
-106,636
-25% -$5.74M 2.65% 9
2021
Q1 		$23.4M Sell
426,099
-840
-0.2% -$41.5K 3.84% 4
2020
Q4 		$17M Sell
426,939
-9,120
-2% -$353K 3.14% 8
2020
Q3 		$15.7M Buy
436,059
+85,224
+24% +$3.33M 3.47% 6
2020
Q2 		$14.9M Buy
350,835
+4,080
+1% +$173K 3.52% 8
2020
Q1 		$15.9M Buy
346,755
+124,660
+56% +$6.33M 4.63% 2
2019
Q4 		$13.1M Buy
222,095
+6,315
+3% +$364K 2.73% 17
2019
Q3 		$11.9M Buy
215,780
+10,760
+5% +$577K 2.82% 16
2019
Q2 		$11.2M Buy
+205,020
New +$10.9M 2.48% 20

Other funds holding WBA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Zuckerman Investment Group's WBA Position: Q1 2022 in Review

Zuckerman Investment Group sold out of Walgreens Boots Alliance (WBA) in Q1 2022, closing a stake of 213,739 shares — an estimated $11.1M sold.

Zuckerman Investment Group first reported a position in WBA in Q2 2019 and held it in 11 quarters. The position peaked at $23.4M in Q1 2021. 1,312 funds tracked by Wall St. Rank hold WBA as of Q1 2022.

  • Zuckerman Investment Group reported no remaining Walgreens Boots Alliance position as of Q1 2022 after selling out during the quarter.
  • Zuckerman Investment Group sold 213,739 Walgreens Boots Alliance shares in Q1 2022, an estimated $11.1M.
  • Zuckerman Investment Group first reported a position in Walgreens Boots Alliance in Q2 2019 and held it in 11 quarters.
  • Zuckerman Investment Group's Walgreens Boots Alliance position peaked at $23.4M in Q1 2021.
  • 1,312 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2022.

Based on Zuckerman Investment Group's 13F filing for Q1 2022, filed 16 May 2022.