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Capstone Triton Financial Group’s Elevance Health ELV Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-35
Closed -$11K – 172
2020
Q4 		$11K Buy
+35
New +$10.7K 0.01% 336

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State Street
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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

Capstone Triton Financial Group's ELV Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Elevance Health (ELV) in Q1 2021, closing a stake of 35 shares — an estimated $11K sold.

Capstone Triton Financial Group first reported a position in ELV in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 1,211 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Elevance Health position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 35 Elevance Health shares in Q1 2021, an estimated $11K.
  • Capstone Triton Financial Group first reported a position in Elevance Health in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Elevance Health position peaked at $11K in Q4 2020.
  • 1,211 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.