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Aft Forsyth & Sober’s Elevance Health ELV Stock Holding History

Aft Forsyth & Sober’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
2020
Q3 		– Sell
-150
Closed -$40K – 38
2020
Q2 		$40K Buy
+150
New +$40K 0.28% 46
2020
Q1 		– Sell
-290
Closed -$88K – 39
2019
Q4 		$88K Buy
+290
New +$79.8K 0.08% 44

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aft Forsyth & Sober's ELV Position: Q3 2020 in Review

Aft Forsyth & Sober sold out of Elevance Health (ELV) in Q3 2020, closing a stake of 150 shares — an estimated $40K sold.

Aft Forsyth & Sober first reported a position in ELV in Q4 2019 and held it in 2 quarters. The position peaked at $88K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold ELV as of Q3 2020.

  • Aft Forsyth & Sober reported no remaining Elevance Health position as of Q3 2020 after selling out during the quarter.
  • Aft Forsyth & Sober sold 150 Elevance Health shares in Q3 2020, an estimated $40K.
  • Aft Forsyth & Sober first reported a position in Elevance Health in Q4 2019 and held it in 2 quarters.
  • Aft Forsyth & Sober's Elevance Health position peaked at $88K in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held Elevance Health as of Q3 2020.

Based on Aft Forsyth & Sober's 13F filing for Q3 2020, filed 14 Oct 2020.