CFN
ELV icon

Cordasco Financial Network’s Elevance Health ELV Stock Holding History

Cordasco Financial Network’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
2020
Q4 		– Sell
-55
Closed -$15K – 528
2020
Q3 		$15K Buy
+55
New +$14.8K 0.01% 271

Other funds holding ELV

BlackRock
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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Cordasco Financial Network's ELV Position: Q4 2020 in Review

Cordasco Financial Network sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 55 shares — an estimated $15K sold.

Cordasco Financial Network first reported a position in ELV in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

  • Cordasco Financial Network reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
  • Cordasco Financial Network sold 55 Elevance Health shares in Q4 2020, an estimated $15K.
  • Cordasco Financial Network first reported a position in Elevance Health in Q3 2020 and held it in 1 quarter.
  • Cordasco Financial Network's Elevance Health position peaked at $15K in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Cordasco Financial Network's 13F filing for Q4 2020, filed 26 Jan 2021.