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Olympiad Research’s CVS Health CVS Stock Holding History

Olympiad Research’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
-3,844
Closed -$268K – 346
2023
Q3 		$268K Buy
+3,844
New +$272K 0.26% 161
2020
Q4 		– Sell
-3,875
Closed -$226K – 174
2020
Q3 		$226K Sell
3,875
-1,874
-33% -$117K 0.12% 250
2020
Q2 		$374K Buy
+5,749
New +$362K 0.27% 68
2020
Q1 		– Sell
-3,633
Closed -$270K – 290
2019
Q4 		$270K Buy
+3,633
New +$255K 0.21% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Olympiad Research's CVS Position: Q4 2023 in Review

Olympiad Research sold out of CVS Health (CVS) in Q4 2023, closing a stake of 3,844 shares — an estimated $268K sold.

Olympiad Research first reported a position in CVS in Q4 2019 and held it in 4 quarters. The position peaked at $374K in Q2 2020. 2,257 funds tracked by Wall St. Rank hold CVS as of Q4 2023.

  • Olympiad Research reported no remaining CVS Health position as of Q4 2023 after selling out during the quarter.
  • Olympiad Research sold 3,844 CVS Health shares in Q4 2023, an estimated $268K.
  • Olympiad Research first reported a position in CVS Health in Q4 2019 and held it in 4 quarters.
  • Olympiad Research's CVS Health position peaked at $374K in Q2 2020.
  • 2,257 funds tracked by Wall St. Rank held CVS Health as of Q4 2023.

Based on Olympiad Research's 13F filing for Q4 2023, filed 12 Feb 2024.