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Aris Wealth Services’s Elevance Health ELV Stock Holding History

Aris Wealth Services’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
2015
Q3 		$33K Hold
236
– – 0.07% 120
2015
Q2 		$39K Hold
236
– – 0.04% 245
2015
Q1 		$36K Buy
+236
New +$33.6K 0.03% 254

Other funds holding ELV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Aris Wealth Services's ELV Position: Q3 2015 in Review

Aris Wealth Services held its Elevance Health (ELV) position steady in Q3 2015 at 236 shares worth $33K. The position accounts for 0.07% of the portfolio, ranked #120.

Aris Wealth Services first reported a position in ELV in Q1 2015 and has held it in 3 quarters since. The position peaked at $39K in Q2 2015. 760 funds tracked by Wall St. Rank hold ELV as of Q3 2015.

  • Aris Wealth Services held 236 shares of Elevance Health worth $33K as of Q3 2015.
  • Aris Wealth Services left its Elevance Health share count unchanged in Q3 2015.
  • Elevance Health made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #120 holding.
  • Aris Wealth Services first reported a position in Elevance Health in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Elevance Health position peaked at $39K in Q2 2015.
  • 760 funds tracked by Wall St. Rank held Elevance Health as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.