SEC 13F Intelligence

Vident Investment Advisory, LLC / CVS

Vident Investment Advisory, LLC’s Cvs Health Corp Position

Does Vident Investment Advisory, LLC own Cvs Health Corp (CVS)? Not currently — the last reported position was 240.1K shares worth $17M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$17M
Q2 2023
Shares
240.1K
% of Portfolio
+0.57%
Quarters Held
19
position exited

Position History CVS

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $3MQ2 ’19: $677,000Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $3MQ1 ’21: $4MQ1 ’21Q2 ’21: $6MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $18MQ2 ’22: $19MQ3 ’22: $19MQ3 ’22Q4 ’22: $18MQ1 ’23: $17MQ2 ’23: $17MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023240.1K$17M+0.57%
Q1 2023234.2K$17M+0.56%
Q4 2022190.0K$18M+0.67%
Q3 2022206.8K$19M+0.62%
Q2 2022201.4K$19M+0.56%
Q1 2022173.4K$18M+0.46%
Q4 202171.3K$7M+0.19%
Q3 202186.2K$7M+0.22%
Q2 202170.9K$6M+0.18%
Q1 202154.4K$4M+0.14%
Q4 202046.4K$3M+0.13%
Q3 202043.6K$3M+0.13%
Q2 202052.1K$3M+0.18%
Q1 202053.3K$3M+0.19%
Q4 201924.2K$2M+0.11%
Q3 201924.5K$2M+0.13%
Q2 201912.4K$677,000+0.05%
Q1 201950.6K$3M+0.15%
Q4 201859.2K$4M+0.22%

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