SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / CVS

Swaine & Leidel Wealth Services, LLC’s Cvs Health Corp Position

Does Swaine & Leidel Wealth Services, LLC own Cvs Health Corp (CVS)? Not currently — the last reported position was 53.5K shares worth $5M in Q3 2021; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$5M
Q3 2021
Shares
53.5K
% of Portfolio
+4.00%
Quarters Held
5
position exited

Position History CVS

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q3 ’20: $1MQ3 ’20Q3 ’21: $5MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202153.5K$5M+4.00%
Q3 202025.0K$1M+1.42%
Q3 201912.6K$2M+2.21%
Q2 201910.8K$2M+2.14%
Q1 20199.1K$2M+2.18%

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