Southport Capital Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$951K Sell
9,396
-11,963
-56% -$1.26M 0.35% 77
2021
Q4
$2.2M Sell
21,359
-4,178
-16% -$386K 0.39% 78
2021
Q3
$2.17M Sell
25,537
-38,373
-60% -$3.21M 0.87% 23
2021
Q2
$5.33M Buy
63,910
+980
+2% +$80.3K 1.32% 11
2021
Q1
$4.73M Sell
62,930
-19,740
-24% -$1.44M 1.24% 12
2020
Q4
$5.65M Sell
82,670
-1,392
-2% -$90.5K 2.01% 7
2020
Q3
$4.91M Sell
84,062
-1,833
-2% -$114K 1.88% 7
2020
Q2
$5.58M Buy
85,895
+5,272
+7% +$332K 2.39% 5
2020
Q1
$4.78M Sell
80,623
-1,276
-2% -$85.2K 2.53% 4
2019
Q4
$6.08M Sell
81,899
-2,144
-3% -$151K 2.37% 3
2019
Q3
$5.3M Hold
84,043
2.39% 4
2019
Q2
$4.58M Buy
84,043
+3,947
+5% +$213K 2.08% 6
2019
Q1
$4.32M Buy
80,096
+12,824
+19% +$792K 1.92% 6
2018
Q4
$4.41M Buy
67,272
+9,686
+17% +$723K 2.22% 5
2018
Q3
$4.53M Sell
57,586
-5,474
-9% -$391K 1.92% 6
2018
Q2
$4.06M Buy
63,060
+4,051
+7% +$267K 1.83% 6
2018
Q1
$3.67M Buy
59,009
+10,003
+20% +$718K 1.64% 8
2017
Q4
$3.55M Buy
49,006
+752
+2% +$54.7K 1.35% 13
2017
Q3
$3.92M Sell
48,254
-35
-0.1% -$2.77K 1.67% 7
2017
Q2
$3.88M Sell
48,289
-155
-0.3% -$12.2K 1.71% 8
2017
Q1
$3.8M Sell
48,444
-2,830
-6% -$226K 2.14% 6
2016
Q4
$4.05M Sell
51,274
-2,600
-5% -$210K 2.47% 5
2016
Q3
$4.79M Sell
53,874
-7,244
-12% -$684K 3.34% 1
2016
Q2
$5.85M Sell
61,118
-5,945
-9% -$592K 3.26% 1
2016
Q1
$6.96M Sell
67,063
-1,855
-3% -$180K 4.46% 1
2015
Q4
$6.74M Sell
68,918
-1,422
-2% -$139K 4.35% 1
2015
Q3
$6.79M Buy
70,340
+1,730
+3% +$182K 4.56% 1
2015
Q2
$7.2M Sell
68,610
-3,815
-5% -$390K 4.34% 1
2015
Q1
$7.47M Sell
72,425
-160
-0.2% -$16.2K 4.41% 1
2014
Q4
$6.99M Sell
72,585
-450
-0.6% -$39.6K 4.19% 1
2014
Q3
$5.81M Sell
73,035
-700
-0.9% -$55.2K 3.83% 1
2014
Q2
$5.56M Sell
73,735
-100
-0.1% -$7.56K 3.73% 1
2014
Q1
$5.53M Buy
73,835
+200
+0.3% +$14.1K 3.88% 1
2013
Q4
$5.27M Sell
73,635
-4,112
-5% -$264K 3.71% 1
2013
Q3
$4.41M Buy
77,747
+3,562
+5% +$212K 3.43% 1
2013
Q2
$4.24M Buy
+74,185
New +$4.3M 3.46% 2

Other funds holding CVS

Southport Capital Management's CVS Position: Q1 2022 in Review

Southport Capital Management reduced its CVS Health (CVS) stake by 56% in Q1 2022, selling an estimated $1.26M and leaving 9,396 shares worth $951K. The position accounts for 0.35% of the portfolio, ranked #77.

Southport Capital Management first reported a position in CVS in Q2 2013 and has held it in 36 quarters since. The position peaked at $7.47M in Q1 2015. 2,366 funds tracked by Wall St. Rank hold CVS as of Q1 2022.

  • Southport Capital Management held 9,396 shares of CVS Health worth $951K as of Q1 2022.
  • Southport Capital Management sold 11,963 CVS Health shares in Q1 2022, an estimated $1.26M.
  • CVS Health made up 0.35% of Southport Capital Management's portfolio in Q1 2022, its #77 holding.
  • Southport Capital Management first reported a position in CVS Health in Q2 2013 and has held it in 36 quarters since.
  • Southport Capital Management's CVS Health position peaked at $7.47M in Q1 2015.
  • 2,366 funds tracked by Wall St. Rank held CVS Health as of Q1 2022.

Based on Southport Capital Management's 13F filing for Q1 2022, filed 25 Apr 2022.