CCB
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Cutter & Co Brokerage’s Elevance Health ELV Stock Holding History

Cutter & Co Brokerage’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
2017
Q4 		– Sell
-4,240
Closed -$805K – 264
2017
Q3 		$805K Buy
4,240
+419
+11% +$79.7K 0.32% 79
2017
Q2 		$719K Buy
3,821
+452
+13% +$81.2K 0.28% 90
2017
Q1 		$557K Buy
+3,369
New +$536K 0.23% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cutter & Co Brokerage's ELV Position: Q4 2017 in Review

Cutter & Co Brokerage sold out of Elevance Health (ELV) in Q4 2017, closing a stake of 4,240 shares — an estimated $805K sold.

Cutter & Co Brokerage first reported a position in ELV in Q1 2017 and held it in 3 quarters. The position peaked at $805K in Q3 2017. 909 funds tracked by Wall St. Rank hold ELV as of Q4 2017.

  • Cutter & Co Brokerage reported no remaining Elevance Health position as of Q4 2017 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,240 Elevance Health shares in Q4 2017, an estimated $805K.
  • Cutter & Co Brokerage first reported a position in Elevance Health in Q1 2017 and held it in 3 quarters.
  • Cutter & Co Brokerage's Elevance Health position peaked at $805K in Q3 2017.
  • 909 funds tracked by Wall St. Rank held Elevance Health as of Q4 2017.

Based on Cutter & Co Brokerage's 13F filing for Q4 2017, filed 30 Jan 2018.