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ELV icon

Apriem Advisors’s Elevance Health ELV Stock Holding History

Apriem Advisors’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
-250
Closed -$60K – 205
2018
Q2 		$60K Buy
+250
New +$57.9K 0.01% 232
2017
Q2 		– Sell
-1,250
Closed -$207K – 252
2017
Q1 		$207K Sell
1,250
-30
-2% -$4.77K 0.06% 121
2016
Q4 		$184K Buy
1,280
+30
+2% +$4.02K 0.05% 125
2016
Q3 		$157K Hold
1,250
– – 0.05% 130
2016
Q2 		$164K Hold
1,250
– – 0.05% 123
2016
Q1 		$174K Sell
1,250
-9
-0.7% -$1.2K 0.07% 102
2015
Q4 		$176K Buy
1,259
+9
+0.7% +$1.24K 0.06% 101
2015
Q3 		$175K Buy
+1,250
New +$188K 0.06% 99

Other funds holding ELV

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T. Rowe Price Associates
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State Street
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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