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Disclosery

Avalon Investment & Advisory: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on CVS, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 210,163 CVS shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 210,163 shares
    Change vs previous 13F +908 shares

    0.43% of the 13F portfolio, value $15,617,176.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 209,255 shares
    Change vs previous 13F -229,865 shares

    0.56% of the 13F portfolio, value $19,500,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 439,120 shares
    Change vs previous 13F -79,313 shares

    1.3% of the 13F portfolio, value $41,879,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 518,433 shares
    Change vs previous 13F -10,965 shares

    1.35% of the 13F portfolio, value $48,038,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 529,398 shares
    Change vs previous 13F +6,866 shares

    1.29% of the 13F portfolio, value $53,580,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 522,532 shares
    Change vs previous 13F -68,101 shares

    1.33% of the 13F portfolio, value $53,904,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 590,633 shares
    Change vs previous 13F -28,161 shares

    1.16% of the 13F portfolio, value $50,121,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 618,794 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $51,632,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).