ZIMP
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Zimmermann Investment Management & Planning’s CVS Health CVS Stock Holding History

Zimmermann Investment Management & Planning’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
-2,298
Closed -$214K – 115
2022
Q4 		$214K Buy
2,298
+56
+2% +$5.4K 0.12% 88
2022
Q3 		$214K Hold
2,242
– – 0.13% 85
2022
Q2 		$208K Buy
2,242
+165
+8% +$16.1K 0.14% 82
2022
Q1 		$210K Sell
2,077
-188
-8% -$19.8K 0.12% 78
2021
Q4 		$234K Buy
+2,265
New +$209K 0.13% 83

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zimmermann Investment Management & Planning's CVS Position: Q1 2023 in Review

Zimmermann Investment Management & Planning sold out of CVS Health (CVS) in Q1 2023, closing a stake of 2,298 shares — an estimated $214K sold.

Zimmermann Investment Management & Planning first reported a position in CVS in Q4 2021 and held it in 5 quarters. The position peaked at $234K in Q4 2021. 2,267 funds tracked by Wall St. Rank hold CVS as of Q1 2023.

  • Zimmermann Investment Management & Planning reported no remaining CVS Health position as of Q1 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,298 CVS Health shares in Q1 2023, an estimated $214K.
  • Zimmermann Investment Management & Planning first reported a position in CVS Health in Q4 2021 and held it in 5 quarters.
  • Zimmermann Investment Management & Planning's CVS Health position peaked at $234K in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held CVS Health as of Q1 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2023, filed 25 Apr 2023.