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Camarda Financial Advisors’s Elevance Health ELV Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-147
Closed -$41K – 166
2019
Q2 		$41K Hold
147
– – 0.08% 80
2019
Q1 		$42K Buy
147
+3
+2% +$868 0.08% 85
2018
Q4 		$38K Hold
144
– – 0.05% 90
2018
Q3 		$39K Hold
144
– – 0.04% 119
2018
Q2 		$34K Hold
144
– – 0.04% 122
2018
Q1 		$32K Hold
144
– – 0.03% 114
2017
Q4 		$32K Hold
144
– – 0.04% 116
2017
Q3 		$27K Hold
144
– – 0.03% 129
2017
Q2 		$27K Buy
+144
New +$25.9K 0.03% 126

Other funds holding ELV

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Camarda Financial Advisors's ELV Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Elevance Health (ELV) in Q3 2019, closing a stake of 147 shares — an estimated $41K sold.

Camarda Financial Advisors first reported a position in ELV in Q2 2017 and held it in 9 quarters. The position peaked at $42K in Q1 2019. 1,014 funds tracked by Wall St. Rank hold ELV as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Elevance Health position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 147 Elevance Health shares in Q3 2019, an estimated $41K.
  • Camarda Financial Advisors first reported a position in Elevance Health in Q2 2017 and held it in 9 quarters.
  • Camarda Financial Advisors's Elevance Health position peaked at $42K in Q1 2019.
  • 1,014 funds tracked by Wall St. Rank held Elevance Health as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.