Putnam Investments’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$26M Sell
329,755
-95,602
-22% -$6.8M 0.03% 193
2023
Q3
$29.7M Sell
425,357
-268,041
-39% -$19M 0.05% 167
2023
Q2
$47.9M Sell
693,398
-34,167
-5% -$2.43M 0.07% 146
2023
Q1
$54.1M Sell
727,565
-48,282
-6% -$4.05M 0.09% 142
2022
Q4
$72.3M Sell
775,847
-17,694
-2% -$1.71M 0.13% 133
2022
Q3
$75.7M Buy
793,541
+335,361
+73% +$33.2M 0.14% 122
2022
Q2
$42.5M Sell
458,180
-1,450,695
-76% -$142M 0.08% 153
2022
Q1
$193M Sell
1,908,875
-159,873
-8% -$16.8M 0.29% 95
2021
Q4
$213M Buy
2,068,748
+407,761
+25% +$37.7M 0.3% 90
2021
Q3
$141M Buy
1,660,987
+24,821
+2% +$2.08M 0.22% 114
2021
Q2
$137M Buy
1,636,166
+129,237
+9% +$10.6M 0.21% 112
2021
Q1
$113M Buy
1,506,929
+532,716
+55% +$38.8M 0.19% 118
2020
Q4
$66.5M Buy
974,213
+849,099
+679% +$55.2M 0.12% 148
2020
Q3
$7.31M Sell
125,114
-637
-0.5% -$39.6K 0.01% 397
2020
Q2
$8.17M Buy
125,751
+117,276
+1,384% +$7.39M 0.02% 363
2020
Q1
$503K Sell
8,475
-155,850
-95% -$10.4M ﹤0.01% 757
2019
Q4
$12.2M Buy
164,325
+99,516
+154% +$6.99M 0.03% 328
2019
Q3
$4.09M Sell
64,809
-42,509
-40% -$2.52M 0.01% 548
2019
Q2
$5.85M Sell
107,318
-197,361
-65% -$10.6M 0.01% 477
2019
Q1
$16.4M Buy
304,679
+17,953
+6% +$1.11M 0.04% 266
2018
Q4
$18.8M Sell
286,726
-964
-0.3% -$72K 0.05% 232
2018
Q3
$22.6M Buy
287,690
+370
+0.1% +$26.5K 0.05% 250
2018
Q2
$18.5M Sell
287,320
-991
-0.3% -$65.3K 0.04% 279
2018
Q1
$17.9M Sell
288,311
-189,552
-40% -$13.6M 0.04% 285
2017
Q4
$34.6M Buy
477,863
+5,396
+1% +$392K 0.08% 202
2017
Q3
$38.4M Sell
472,467
-12,907
-3% -$1.02M 0.09% 191
2017
Q2
$39.1M Sell
485,374
-828,101
-63% -$65.4M 0.09% 194
2017
Q1
$103M Buy
1,313,475
+1,319
+0.1% +$105K 0.24% 113
2016
Q4
$104M Sell
1,312,156
-694,352
-35% -$56.2M 0.25% 108
2016
Q3
$179M Sell
2,006,508
-1,161,225
-37% -$110M 0.43% 59
2016
Q2
$303M Sell
3,167,733
-582,252
-16% -$58M 0.74% 29
2016
Q1
$389M Sell
3,749,985
-327,141
-8% -$31.8M 0.92% 16
2015
Q4
$399M Sell
4,077,126
-635,513
-13% -$62.2M 0.9% 23
2015
Q3
$455M Buy
4,712,639
+59,544
+1% +$6.26M 1.02% 15
2015
Q2
$488M Sell
4,653,095
-74,158
-2% -$7.58M 0.98% 14
2015
Q1
$488M Sell
4,727,253
-28,171
-0.6% -$2.85M 0.97% 14
2014
Q4
$458M Sell
4,755,424
-118,474
-2% -$10.4M 0.94% 14
2014
Q3
$388M Sell
4,873,898
-57,440
-1% -$4.53M 0.82% 21
2014
Q2
$372M Sell
4,931,338
-512,497
-9% -$38.7M 0.8% 17
2014
Q1
$408M Buy
5,443,835
+608,546
+13% +$43M 0.92% 15
2013
Q4
$346M Buy
4,835,289
+282,683
+6% +$18.2M 0.83% 19
2013
Q3
$258M Buy
4,552,606
+1,529,914
+51% +$91.2M 0.69% 28
2013
Q2
$173M Buy
+3,022,692
New +$175M 0.5% 45

Other funds holding CVS

Putnam Investments's CVS Position: Q4 2023 in Review

Putnam Investments reduced its CVS Health (CVS) stake by 22% in Q4 2023, selling an estimated $6.8M and leaving 329,755 shares worth $26M. The position accounts for 0.03% of the portfolio, ranked #193.

Putnam Investments first reported a position in CVS in Q2 2013 and has held it in 43 quarters since. The position peaked at $488M in Q2 2015. 2,257 funds tracked by Wall St. Rank hold CVS as of Q4 2023.

  • Putnam Investments held 329,755 shares of CVS Health worth $26M as of Q4 2023.
  • Putnam Investments sold 95,602 CVS Health shares in Q4 2023, an estimated $6.8M.
  • CVS Health made up 0.03% of Putnam Investments's portfolio in Q4 2023, its #193 holding.
  • Putnam Investments first reported a position in CVS Health in Q2 2013 and has held it in 43 quarters since.
  • Putnam Investments's CVS Health position peaked at $488M in Q2 2015.
  • 2,257 funds tracked by Wall St. Rank held CVS Health as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.