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Braver Wealth Management’s Elevance Health ELV Stock Holding History

Braver Wealth 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
2016
Q4 		$3.3M Sell
22,940
-280
-1% -$37.5K 0.54% 57
2016
Q3 		$2.91M Buy
+23,220
New +$3M 0.49% 62

Other funds holding ELV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Braver Wealth Management's ELV Position: Q4 2016 in Review

Braver Wealth Management reduced its Elevance Health (ELV) stake by 1.2% in Q4 2016, selling an estimated $37.5K and leaving 22,940 shares worth $3.3M. The position accounts for 0.54% of the portfolio, ranked #57.

Braver Wealth Management first reported a position in ELV in Q3 2016 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold ELV as of Q4 2016.

  • Braver Wealth Management held 22,940 shares of Elevance Health worth $3.3M as of Q4 2016.
  • Braver Wealth Management sold 280 Elevance Health shares in Q4 2016, an estimated $37.5K.
  • Elevance Health made up 0.54% of Braver Wealth Management's portfolio in Q4 2016, its #57 holding.
  • Braver Wealth Management first reported a position in Elevance Health in Q3 2016 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held Elevance Health as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.