Good Life Advisors, LLC COR AMERISOURCEBERGEN CORP

Ownership history in Good Life Advisors, LLC  ·  24 quarters on record

AI Ownership Summary

Good Life Advisors, LLC reported AMERISOURCEBERGEN CORP (COR) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows COR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Good Life Advisors, LLC's position in AMERISOURCEBERGEN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

COR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Good Life Advisors, LLC held COR — position size vs. price
% of Fund (quarterly)    COR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 10.1% +8.0% 986 -111 -10.1% 0.02% $274K 2025-04-17 $284.70
2024 Q4 REDUCED 64.0% +24.1% 1,097 -1,953 -64.0% 0.02% $246K 2025-02-03 $252.05
2024 Q3 ADDED 3,050 +1,371 +81.7% 0.04% $687K 2024-10-16 $233.83
2024 Q2 ADDED 1,679 +7 +0.4% 0.03% $378K 2024-07-18 $220.64
2024 Q1 REDUCED 11.0% -7.8% 1,672 -206 -11.0% 0.04% $406K 2024-05-03 $220.38
2023 Q4 ADDED 1,878 +1 +0.1% 0.04% $386K 2024-01-18 $216.80
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Good Life Advisors, LLC and COR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Good Life Advisors, LLC reported owning COR?

Good Life Advisors, LLC reported COR across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported COR position in Good Life Advisors, LLC's portfolio?

The largest reported portfolio weight for COR was 0.04% in 2024 Q3.

What is the latest reported COR position on this page?

The most recent filing on this page is 2025 Q1, when Good Life Advisors, LLC reported 986 shares, equal to 0.02% of portfolio, with an estimated market value of $274K.

What does the chart on this COR ownership page compare?

The chart compares Good Life Advisors, LLC's quarterly COR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Good Life Advisors, LLC time their COR position?

Based on 13F filing dates vs. subsequent COR price moves, Good Life Advisors, LLC correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on COR relative to SPY over the holding period was +17.5%.

← Back to Good Life Advisors, LLC Holdings