Clear Perspective Advisors’s Elevance Health ELV Stock Holding History

Clear Perspective 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 Q3	–	Sell	-263	Closed	-$63K	–	223
2018 Q2	$63K	Hold	263	–	–	0.04%	229
2018 Q1	$58K	Sell	263 -55	-17%	-$12.9K	0.04%	228
2017 Q4	$72K	Hold	318	–	–	0.06%	214
2017 Q3	$60K	Hold	318	–	–	0.05%	219
2017 Q2	$60K	Hold	318	–	–	0.05%	205
2017 Q1	$53K	Sell	318 -56	-15%	-$8.91K	0.04%	208
2016 Q4	$54K	Buy	+374	New	+$50.1K	0.04%	197

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspective Advisors's ELV Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Elevance Health (ELV) in Q3 2018, closing a stake of 263 shares — an estimated $63K sold.

Clear Perspective Advisors first reported a position in ELV in Q4 2016 and held it in 7 quarters. The position peaked at $72K in Q4 2017. 945 funds tracked by Wall St. Rank hold ELV as of Q3 2018.

Clear Perspective Advisors reported no remaining Elevance Health position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 263 Elevance Health shares in Q3 2018, an estimated $63K.
Clear Perspective Advisors first reported a position in Elevance Health in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Elevance Health position peaked at $72K in Q4 2017.
945 funds tracked by Wall St. Rank held Elevance Health as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.