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AFT Forsyth & Company’s Elevance Health ELV Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$33K Buy
400
+100
+33% +$8.57K 0.04% 198
2013
Q2 		$25K Buy
+300
New +$22.5K 0.04% 210

Other funds holding ELV

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AFT Forsyth & Company's ELV Position: Q3 2013 in Review

AFT Forsyth & Company increased its Elevance Health (ELV) stake by 33% in Q3 2013, buying an estimated $8.57K and bringing the position to 400 shares worth $33K. The position accounts for 0.04% of the portfolio, ranked #198.

AFT Forsyth & Company first reported a position in ELV in Q2 2013 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold ELV as of Q3 2013.

  • AFT Forsyth & Company held 400 shares of Elevance Health worth $33K as of Q3 2013.
  • AFT Forsyth & Company bought 100 Elevance Health shares in Q3 2013, an estimated $8.57K.
  • Elevance Health made up 0.04% of AFT Forsyth & Company's portfolio in Q3 2013, its #198 holding.
  • AFT Forsyth & Company first reported a position in Elevance Health in Q2 2013 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held Elevance Health as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.