D. Scott Neal’s Elevance Health ELV Stock Holding History

D. Scott Neal’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	-53	Closed	-$10K	–	174
2017 Q3	$10K	Buy	+53	New	+$10.1K	0.01%	131
2017 Q1	–	Sell	-37	Closed	-$5K	–	166
2016 Q4	$5K	Buy	+37	New	+$4.95K	﹤0.01%	132

Other funds holding ELV

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D. Scott Neal's ELV Position: Q4 2017 in Review

D. Scott Neal sold out of Elevance Health (ELV) in Q4 2017, closing a stake of 53 shares — an estimated $10K sold.

D. Scott Neal first reported a position in ELV in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 910 funds tracked by Wall St. Rank hold ELV as of Q4 2017.

D. Scott Neal reported no remaining Elevance Health position as of Q4 2017 after selling out during the quarter.
D. Scott Neal sold 53 Elevance Health shares in Q4 2017, an estimated $10K.
D. Scott Neal first reported a position in Elevance Health in Q4 2016 and held it in 2 quarters.
D. Scott Neal's Elevance Health position peaked at $10K in Q3 2017.
910 funds tracked by Wall St. Rank held Elevance Health as of Q4 2017.

Based on D. Scott Neal's 13F filing for Q4 2017, filed 16 Feb 2018.