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Bel Air Investment Advisors’s Elevance Health ELV Stock Holding History

Bel Air Investment 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
2021
Q2 		– Sell
-833
Closed -$299K – 422
2021
Q1 		$299K Buy
+833
New +$268K 0.01% 330

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bel Air Investment Advisors's ELV Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 833 shares — an estimated $299K sold.

Bel Air Investment Advisors first reported a position in ELV in Q1 2021 and held it in 1 quarter. The position peaked at $299K in Q1 2021. 1,235 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 833 Elevance Health shares in Q2 2021, an estimated $299K.
  • Bel Air Investment Advisors first reported a position in Elevance Health in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Elevance Health position peaked at $299K in Q1 2021.
  • 1,235 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.