| Quarter | Score |
|---|---|
| 2013-Q2 | 56.2 |
| 2013-Q3 | 55.7 |
| 2013-Q4 | 58.3 |
| 2014-Q1 | 57.9 |
| 2014-Q2 | 56.5 |
| 2014-Q3 | 57.8 |
| 2018-Q1 | 57.6 |
| 2018-Q2 | 59.0 |
| 2018-Q3 | 61.6 |
| 2019-Q2 | 57.8 |
| 2022-Q1 | 55.2 |
| 2022-Q3 | 67.5 |
| 2022-Q4 | 50.3 |
| 2023-Q1 | 55.0 |
| 2023-Q2 | 65.3 |
| 2023-Q3 | 48.1 |
| 2023-Q4 | 43.5 |
| 2024-Q1 | 49.3 |
| 2024-Q2 | 43.9 |
| 2024-Q3 | 71.8 |
| 2024-Q4 | 28.1 |
| 2025-Q1 | 57.8 |
| 2025-Q2 | 42.9 |
| 2025-Q3 | 43.9 |
| 2025-Q4 | 41.3 |
Active institutional exit or low consensus; avoid or liquidate
Trading +21.7% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold CVS. Avg conviction: 4.8%. Net trimming. First tracked at $59.06 (current +21.7% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Sachem Head Capital | 4.8% | Reduce |