Kades & Cheifetz’s CVS Health CVS Stock Holding History

Kades & Cheifetz’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 Q1	–	Sell	-6,720	Closed	-$626K	–	77
2022 Q4	$626K	Buy	+6,720	New	+$648K	0.52%	42

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kades & Cheifetz's CVS Position: Q1 2023 in Review

Kades & Cheifetz sold out of CVS Health (CVS) in Q1 2023, closing a stake of 6,720 shares — an estimated $626K sold.

Kades & Cheifetz first reported a position in CVS in Q4 2022 and held it in 1 quarter. The position peaked at $626K in Q4 2022. 2,267 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

Kades & Cheifetz reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
Kades & Cheifetz sold 6,720 CVS Health shares in Q1 2023, an estimated $626K.
Kades & Cheifetz first reported a position in CVS Health in Q4 2022 and held it in 1 quarter.
Kades & Cheifetz's CVS Health position peaked at $626K in Q4 2022.
2,267 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on Kades & Cheifetz's 13F filing for Q1 2023, filed 8 May 2023.