OIM
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Oder Investment Management’s CVS Health CVS Stock Holding History

Oder Investment 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
-4,656
Closed -$293K – 93
2024
Q3 		$293K Sell
4,656
-1,901
-29% -$111K 0.25% 81
2024
Q2 		$387K Buy
6,557
+18
+0.3% +$1.13K 0.35% 75
2024
Q1 		$522K Buy
6,539
+14
+0.2% +$1.07K 0.49% 64
2023
Q4 		$515K Sell
6,525
-1,696
-21% -$121K 0.51% 62
2023
Q3 		$574K Sell
8,221
-150
-2% -$10.6K 0.62% 52
2023
Q2 		$579K Sell
8,371
-794
-9% -$56.5K 0.63% 50
2023
Q1 		$681K Sell
9,165
-379
-4% -$31.8K 0.8% 40
2022
Q4 		$889K Buy
9,544
+18
+0.2% +$1.74K 1.11% 26
2022
Q3 		$909K Buy
9,526
+19
+0.2% +$1.88K 1.07% 24
2022
Q2 		$881K Sell
9,507
-202
-2% -$19.7K 1.08% 26
2022
Q1 		$983K Buy
9,709
+18
+0.2% +$1.89K 1.12% 23
2021
Q4 		$1M Buy
9,691
+20
+0.2% +$1.85K 1.41% 16
2021
Q3 		$820K Sell
9,671
-588
-6% -$49.3K 1.2% 20
2021
Q2 		$856K Sell
10,259
-315
-3% -$25.8K 1.12% 22
2021
Q1 		$796K Buy
10,574
+168
+2% +$12.2K 1.09% 22
2020
Q4 		$712K Buy
+10,406
New +$677K 0.7% 34

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

Oder Investment Management's CVS Position: Q4 2024 in Review

Oder Investment Management sold out of CVS Health (CVS) in Q4 2024, closing a stake of 4,656 shares — an estimated $293K sold.

Oder Investment Management first reported a position in CVS in Q4 2020 and held it in 16 quarters. The position peaked at $1M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

  • Oder Investment Management reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
  • Oder Investment Management sold 4,656 CVS Health shares in Q4 2024, an estimated $293K.
  • Oder Investment Management first reported a position in CVS Health in Q4 2020 and held it in 16 quarters.
  • Oder Investment Management's CVS Health position peaked at $1M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Oder Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.