ZIG
WBA

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

Zullo 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
2023
Q1 		– Sell
-3,586
Closed -$134K – 711
2022
Q4 		$134K Buy
3,586
+37
+1% +$1.39K 0.08% 172
2022
Q3 		$111K Buy
3,549
+35
+1% +$1.3K 0.07% 192
2022
Q2 		$133K Buy
3,514
+155
+5% +$6.66K 0.08% 178
2022
Q1 		$150K Buy
3,359
+183
+6% +$9K 0.08% 187
2021
Q4 		$166K Buy
+3,176
New +$154K 0.09% 177

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Zullo Investment Group's WBA Position: Q1 2023 in Review

Zullo Investment Group sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 3,586 shares — an estimated $134K sold.

Zullo Investment Group first reported a position in WBA in Q4 2021 and held it in 5 quarters. The position peaked at $166K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Zullo Investment Group reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 3,586 Walgreens Boots Alliance shares in Q1 2023, an estimated $134K.
  • Zullo Investment Group first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Walgreens Boots Alliance position peaked at $166K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.