Bill Gates’s CVS Health CVS Stock Holding History

Bill Gates’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-32,500	Closed	-$2.27M	–	36
2023 Q3	$2.27M	Buy	+32,500	New	+$2.3M	0.01%	58

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bill Gates's CVS Position: Q4 2023 in Review

Bill Gates sold out of CVS Health (CVS) in Q4 2023, closing a stake of 32,500 shares — an estimated $2.27M sold.

Bill Gates first reported a position in CVS in Q3 2023 and held it in 1 quarter. The position peaked at $2.27M in Q3 2023. 2,261 funds tracked by Wall St. Rank hold CVS as of Q4 2023.

Bill Gates reported no remaining CVS Health position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 32,500 CVS Health shares in Q4 2023, an estimated $2.27M.
Bill Gates first reported a position in CVS Health in Q3 2023 and held it in 1 quarter.
Bill Gates's CVS Health position peaked at $2.27M in Q3 2023.
2,261 funds tracked by Wall St. Rank held CVS Health as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.