Houlihan Financial Resource Group’s CVS Health CVS Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$35K	Buy	+500	New	+$31.1K	0.02%	197

Other funds holding CVS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's CVS Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in CVS Health (CVS) in Q3 2020: 500 shares worth $35K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

1,815 funds tracked by Wall St. Rank hold CVS as of Q3 2020.

Houlihan Financial Resource Group held 500 shares of CVS Health worth $35K as of Q3 2020.
CVS Health was a new Houlihan Financial Resource Group position in Q3 2020.
CVS Health made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #197 holding.
1,815 funds tracked by Wall St. Rank held CVS Health as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.