SEC 13F Intelligence

Cubic Asset Management, LLC / CVS

Cubic Asset Management, LLC’s Cvs Health Corp Position

Does Cubic Asset Management, LLC own Cvs Health Corp (CVS)? Yes78.0K shares worth $6M (+1.47% of its 13F portfolio) as of Q1 2024, up from 77.2K shares the prior filed quarter.

Position Value
$6M
Q1 2024
Shares
78.0K
% of Portfolio
+1.47%
Quarters Held
22
currently held

Position History CVS

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $7MQ1 ’20: $5MQ2 ’20: $6MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $8MQ3 ’22Q4 ’22: $8MQ1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $6MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202478.0K$6M+1.47%
Q4 202377.2K$6M+1.57%
Q3 202379.9K$6M+1.54%
Q2 202385.4K$6M+1.59%
Q1 202384.4K$6M+1.75%
Q4 202284.4K$8M+2.25%
Q3 202287.8K$8M+2.49%
Q2 202288.3K$8M+2.21%
Q1 202290.4K$9M+2.13%
Q4 202190.5K$9M+2.11%
Q3 202190.4K$8M+1.90%
Q2 202190.8K$8M+1.87%
Q1 202190.7K$7M+1.80%
Q4 202091.9K$6M+1.86%
Q3 202089.1K$5M+1.87%
Q2 202088.9K$6M+2.07%
Q1 202089.2K$5M+2.14%
Q4 201989.7K$7M+1.88%
Q3 201987.1K$5M+1.65%
Q2 201987.4K$5M+1.43%
Q1 201987.0K$5M+1.39%
Q4 201886.5K$6M+1.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cubic Asset Management, LLC’s full portfolio or all institutional holders of CVS.