AWM
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Aevitas Wealth Management’s Elevance Health ELV Stock Holding History

Aevitas Wealth 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
2018
Q3 		– Sell
-100
Closed -$24K – 456
2018
Q2 		$24K Hold
100
– – 0.02% 259
2018
Q1 		$22K Hold
100
– – 0.02% 247
2017
Q4 		$23K Buy
+100
New +$21.3K 0.02% 244

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's ELV Position: Q3 2018 in Review

Aevitas Wealth Management sold out of Elevance Health (ELV) in Q3 2018, closing a stake of 100 shares — an estimated $24K sold.

Aevitas Wealth Management first reported a position in ELV in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 945 funds tracked by Wall St. Rank hold ELV as of Q3 2018.

  • Aevitas Wealth Management reported no remaining Elevance Health position as of Q3 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 100 Elevance Health shares in Q3 2018, an estimated $24K.
  • Aevitas Wealth Management first reported a position in Elevance Health in Q4 2017 and held it in 3 quarters.
  • Aevitas Wealth Management's Elevance Health position peaked at $24K in Q2 2018.
  • 945 funds tracked by Wall St. Rank held Elevance Health as of Q3 2018.

Based on Aevitas Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.