Clarfeld Financial Advisors’s Elevance Health ELV Stock Holding History

Clarfeld 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
2018 Q4	$22K	Buy	+82	New	+$22.5K	0.02%	152

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's ELV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Elevance Health (ELV) in Q4 2018: 82 shares worth $22K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings.

999 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

Clarfeld Financial Advisors held 82 shares of Elevance Health worth $22K as of Q4 2018.
Elevance Health was a new Clarfeld Financial Advisors position in Q4 2018.
Elevance Health made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #152 holding.
999 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.