BTIS
ELV icon

BB&T Investment Services’s Elevance Health ELV Stock Holding History

BB&T Investment 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
2017
Q4 		$109K Sell
470
-125
-21% -$26.6K 0.02% 384
2017
Q3 		$112K Buy
595
+141
+31% +$26.8K 0.02% 349
2017
Q2 		$86K Buy
454
+81
+22% +$14.6K 0.02% 357
2017
Q1 		$58K Buy
373
+94
+34% +$15K 0.02% 345
2016
Q4 		$42K Buy
+279
New +$37.4K 0.03% 324

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BB&T Investment Services's ELV Position: Q4 2017 in Review

BB&T Investment Services reduced its Elevance Health (ELV) stake by 21% in Q4 2017, selling an estimated $26.6K and leaving 470 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #384.

BB&T Investment Services first reported a position in ELV in Q4 2016 and has held it in 5 quarters since. The position peaked at $112K in Q3 2017. 909 funds tracked by Wall St. Rank hold ELV as of Q4 2017.

  • BB&T Investment Services held 470 shares of Elevance Health worth $109K as of Q4 2017.
  • BB&T Investment Services sold 125 Elevance Health shares in Q4 2017, an estimated $26.6K.
  • Elevance Health made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #384 holding.
  • BB&T Investment Services first reported a position in Elevance Health in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Elevance Health position peaked at $112K in Q3 2017.
  • 909 funds tracked by Wall St. Rank held Elevance Health as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.