13F-HR: Walgreens Boots Alliance Discloses Q1 2024 13F Holdings, Featuring Significant Investments in BrightSpring Health Services and Cencora

Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in BrightSpring Health Services and Cencora as of March 31, 2024.

Summary

• Walgreens Boots Alliance, Inc. filed its Form 13F holdings report for the quarter ended March 31, 2024.
• The report discloses holdings in two companies: BrightSpring Health Services Inc. and Cencora, Inc.
• The total value of the reported holdings is $6,764,112,682.
• The filing indicates sole voting authority over 34,859,994 shares of BrightSpring Health Services Inc., valued at $378,928,135.
• Walgreens Boots Alliance also holds 26,277,561 shares of Cencora, Inc., valued at $6,385,184,547.
• The report includes information from three other investment managers: Walgreen Co., WBA Investments, Inc., and Walgreens Boots Alliance Holdings LLC.

Sentiment

Score: 6

Explanation: The sentiment is neutral as it's a factual disclosure of holdings. The size of the holdings suggests a degree of confidence in the invested companies.

Positives

• The filing provides transparency into Walgreens Boots Alliance's investment portfolio.
• The significant holdings in Cencora and BrightSpring Health Services suggest confidence in these companies.

Industry Context

The filing reflects Walgreens Boots Alliance's investment strategy and its exposure to the healthcare and pharmaceutical distribution sectors through its holdings in BrightSpring Health Services and Cencora.

Stakeholder Impact

• Shareholders can gain insight into Walgreens Boots Alliance's investment strategy.
• The holdings in BrightSpring Health Services and Cencora may impact the performance of these companies' stocks.

Key Dates