13F-HR: Walgreens Boots Alliance Discloses Significant Equity Holdings in Latest 13F Filing

Walgreens Boots Alliance's latest 13F filing reveals substantial holdings in Brightspring Health Services and Cencora as of June 30, 2024.

Summary

• Walgreens Boots Alliance, Inc. filed its Form 13F holdings report with the SEC on August 14, 2024.
• The report covers the calendar quarter ended June 30, 2024.
• The filing discloses holdings in two companies: Brightspring Health Services, Inc. and Cencora, Inc.
• Walgreens Boots Alliance holds 34,859,994 shares of Brightspring Health Services, valued at $396,009,532.
• The company also holds 24,418,171 shares of Cencora, Inc., valued at $5,501,413,926.
• The total value of holdings reported in the 13F Information Table is $5,897,423,458.
• The report includes information from three other managers: Walgreen Co., WBA Investments, Inc., and Walgreens Boots Alliance Holdings LLC.

Sentiment

Score: 6

Explanation: The document is a standard 13F filing, providing factual information about equity holdings. The sentiment is neutral as it simply reports the positions held.

Positives

• The filing provides transparency into Walgreens Boots Alliance's investment portfolio.
• The large holdings in Cencora indicate a significant investment in the pharmaceutical distribution industry.

Industry Context

The filing reflects Walgreens Boots Alliance's investment strategy and exposure to the healthcare and pharmaceutical distribution sectors. Cencora is a major player in pharmaceutical distribution, and Brightspring Health Services operates in the healthcare services industry.

Stakeholder Impact

• Shareholders can use this information to understand Walgreens Boots Alliance's investment strategy.
• The disclosed holdings may influence the stock prices of Brightspring Health Services and Cencora.

Key Dates