EWM
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Evercore Wealth Management’s CVS Health CVS Stock Holding History

Evercore Wealth Management’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
2024
Q4 		– Sell
-30,246
Closed -$1.9M – 425
2024
Q3 		$1.9M Sell
30,246
-15,420
-34% -$900K 0.03% 164
2024
Q2 		$2.7M Sell
45,666
-2,567
-5% -$161K 0.04% 136
2024
Q1 		$3.85M Sell
48,233
-4,503
-9% -$344K 0.06% 115
2023
Q4 		$4.16M Sell
52,736
-2,073
-4% -$148K 0.07% 109
2023
Q3 		$3.83M Sell
54,809
-1,300
-2% -$92.1K 0.07% 104
2023
Q2 		$3.88M Buy
56,109
+2,691
+5% +$191K 0.07% 108
2023
Q1 		$3.97M Buy
53,418
+10,610
+25% +$890K 0.08% 100
2022
Q4 		$3.99M Sell
42,808
-236
-0.5% -$22.8K 0.08% 98
2022
Q3 		$4.11M Sell
43,044
-1
-0% -$99 0.09% 93
2022
Q2 		$3.99M Buy
43,045
+140
+0.3% +$13.7K 0.08% 101
2022
Q1 		$4.34M Sell
42,905
-5,282
-11% -$555K 0.08% 107
2021
Q4 		$4.97M Sell
48,187
-215
-0.4% -$19.9K 0.08% 107
2021
Q3 		$4.11M Sell
48,402
-265
-0.5% -$22.2K 0.07% 117
2021
Q2 		$4.06M Sell
48,667
-4,644
-9% -$380K 0.07% 119
2021
Q1 		$4.01M Sell
53,311
-2,418
-4% -$176K 0.08% 115
2020
Q4 		$3.81M Buy
55,729
+7,997
+17% +$520K 0.08% 110
2020
Q3 		$2.79M Buy
47,732
+595
+1% +$37K 0.07% 120
2020
Q2 		$3.06M Sell
47,137
-5,058
-10% -$319K 0.08% 112
2020
Q1 		$3.1M Buy
52,195
+824
+2% +$55K 0.1% 98
2019
Q4 		$3.82M Buy
51,371
+630
+1% +$44.2K 0.1% 108
2019
Q3 		$3.2M Buy
50,741
+23,725
+88% +$1.41M 0.09% 118
2019
Q2 		$1.47M Sell
27,016
-1,167
-4% -$62.8K 0.04% 169
2019
Q1 		$1.52M Buy
28,183
+596
+2% +$36.8K 0.05% 170
2018
Q4 		$1.81M Sell
27,587
-2,411
-8% -$180K 0.07% 139
2018
Q3 		$2.36M Buy
29,998
+1,390
+5% +$99.4K 0.08% 133
2018
Q2 		$1.84M Buy
28,608
+7,295
+34% +$481K 0.06% 148
2018
Q1 		$1.33M Sell
21,313
-200
-0.9% -$14.3K 0.05% 157
2017
Q4 		$1.56M Sell
21,513
-9,912
-32% -$721K 0.06% 152
2017
Q3 		$2.56M Sell
31,425
-800
-2% -$63.3K 0.1% 118
2017
Q2 		$2.59M Sell
32,225
-2,810
-8% -$222K 0.1% 119
2017
Q1 		$2.75M Sell
35,035
-7,014
-17% -$560K 0.11% 114
2016
Q4 		$3.32M Sell
42,049
-1,199
-3% -$97K 0.14% 105
2016
Q3 		$3.85M Sell
43,248
-206
-0.5% -$19.4K 0.16% 101
2016
Q2 		$4.16M Buy
43,454
+1,755
+4% +$175K 0.18% 96
2016
Q1 		$4.33M Buy
41,699
+591
+1% +$57.5K 0.19% 94
2015
Q4 		$4.02M Buy
41,108
+2,043
+5% +$200K 0.19% 97
2015
Q3 		$3.77M Sell
39,065
-1
-0% -$105 0.18% 99
2015
Q2 		$4.09M Sell
39,066
-236
-0.6% -$24.1K 0.18% 103
2015
Q1 		$4.06M Buy
39,302
+2,831
+8% +$286K 0.19% 106
2014
Q4 		$3.51M Buy
36,471
+1,252
+4% +$110K 0.18% 103
2014
Q3 		$2.8M Buy
35,219
+2,617
+8% +$206K 0.14% 122
2014
Q2 		$2.46M Buy
32,602
+2,182
+7% +$165K 0.13% 126
2014
Q1 		$2.28M Hold
30,420
– – 0.13% 127
2013
Q4 		$2.18M Sell
30,420
-860
-3% -$55.3K 0.12% 134
2013
Q3 		$1.78M Buy
31,280
+297
+1% +$17.7K 0.1% 166
2013
Q2 		$1.77M Buy
+30,983
New +$1.8M 0.1% 164

Other funds holding CVS

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's CVS Position: Q4 2024 in Review

Evercore Wealth Management sold out of CVS Health (CVS) in Q4 2024, closing a stake of 30,246 shares — an estimated $1.9M sold.

Evercore Wealth Management first reported a position in CVS in Q2 2013 and held it in 46 quarters. The position peaked at $4.97M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

  • Evercore Wealth Management reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 30,246 CVS Health shares in Q4 2024, an estimated $1.9M.
  • Evercore Wealth Management first reported a position in CVS Health in Q2 2013 and held it in 46 quarters.
  • Evercore Wealth Management's CVS Health position peaked at $4.97M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.