Americafirst Capital Management’s Elevance Health ELV Stock Holding History

Americafirst Capital 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	$260K	Buy	+1,361	New	+$259K	0.35%	125
2016 Q3	–	Sell	-13,621	Closed	-$1.79M	–	233
2016 Q2	$1.79M	Buy	13,621 +1,045	+8%	+$143K	1.16%	32
2016 Q1	$1.75M	Sell	12,576 -4,900	-28%	-$655K	1.09%	30
2015 Q4	$2.44M	Buy	17,476 +2,764	+19%	+$381K	1.48%	25
2015 Q3	$2.06M	Buy	14,712 +2,170	+17%	+$326K	1.21%	17
2015 Q2	$2.06M	Sell	12,542 -3,450	-22%	-$551K	1.11%	15
2015 Q1	$2.47M	Buy	15,992 +13,680	+592%	+$1.95M	1.23%	14
2014 Q4	$291K	Sell	2,312 -10,915	-83%	-$1.35M	0.14%	187
2014 Q3	$1.58M	Buy	+13,227	New	+$1.52M	0.78%	29

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Americafirst Capital Management's ELV Position: Q3 2017 in Review

Americafirst Capital Management opened a new position in Elevance Health (ELV) in Q3 2017: 1,361 shares worth $260K. The stake represents 0.35% of the portfolio and ranks #125 among its holdings. This is a return to the name: Americafirst Capital Management previously reported a position in ELV as recently as Q2 2016.

Americafirst Capital Management first reported a position in ELV in Q3 2014 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2015. 845 funds tracked by Wall St. Rank hold ELV as of Q3 2017.

Americafirst Capital Management held 1,361 shares of Elevance Health worth $260K as of Q3 2017.
Elevance Health was a new Americafirst Capital Management position in Q3 2017.
Elevance Health made up 0.35% of Americafirst Capital Management's portfolio in Q3 2017, its #125 holding.
Americafirst Capital Management first reported a position in Elevance Health in Q3 2014 and has held it in 9 quarters since.
Americafirst Capital Management's Elevance Health position peaked at $2.47M in Q1 2015.
845 funds tracked by Wall St. Rank held Elevance Health as of Q3 2017.

Based on Americafirst Capital Management's 13F filing for Q3 2017, filed 16 Nov 2017.