AIM
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Acrospire Investment Management’s Elevance Health ELV Stock Holding History

Acrospire Investment Management’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$75K – 455
2017
Q2 		$75K Hold
400
– – 0.07% 460
2017
Q1 		$66K Sell
400
-1,300
-76% -$207K 0.05% 685
2016
Q4 		$244K Buy
1,700
+1,100
+183% +$147K 0.1% 231
2016
Q3 		$75K Sell
600
-100
-14% -$12.9K 0.05% 766
2016
Q2 		$92K Buy
700
+300
+75% +$41K 0.07% 531
2016
Q1 		$56K Buy
+400
New +$53.5K 0.04% 828

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Acrospire Investment Management's ELV Position: Q3 2017 in Review

Acrospire Investment Management sold out of Elevance Health (ELV) in Q3 2017, closing a stake of 400 shares — an estimated $75K sold.

Acrospire Investment Management first reported a position in ELV in Q1 2016 and held it in 6 quarters. The position peaked at $244K in Q4 2016. 844 funds tracked by Wall St. Rank hold ELV as of Q3 2017.

  • Acrospire Investment Management reported no remaining Elevance Health position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 Elevance Health shares in Q3 2017, an estimated $75K.
  • Acrospire Investment Management first reported a position in Elevance Health in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Elevance Health position peaked at $244K in Q4 2016.
  • 844 funds tracked by Wall St. Rank held Elevance Health as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.