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DC Investments Management’s Elevance Health ELV Stock Holding History

DC Investments Management’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
2019
Q1 		– Sell
-1,899
Closed -$499K – 248
2018
Q4 		$499K Sell
1,899
-334
-15% -$91.8K 0.41% 124
2018
Q3 		$612K Sell
2,233
-113
-5% -$29.3K 0.41% 53
2018
Q2 		$558K Sell
2,346
-6,542
-74% -$1.51M 0.35% 111
2018
Q1 		$1.95M Buy
8,888
+3,234
+57% +$760K 1.31% 5
2017
Q4 		$1.27M Buy
+5,654
New +$1.2M 0.52% 19

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DC Investments Management's ELV Position: Q1 2019 in Review

DC Investments Management sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 1,899 shares — an estimated $499K sold.

DC Investments Management first reported a position in ELV in Q4 2017 and held it in 5 quarters. The position peaked at $1.95M in Q1 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • DC Investments Management reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • DC Investments Management sold 1,899 Elevance Health shares in Q1 2019, an estimated $499K.
  • DC Investments Management first reported a position in Elevance Health in Q4 2017 and held it in 5 quarters.
  • DC Investments Management's Elevance Health position peaked at $1.95M in Q1 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on DC Investments Management's 13F filing for Q1 2019, filed 6 May 2019.