EWP
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Engrave Wealth Partners’s Elevance Health ELV Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-32
Closed -$8K – 171
2020
Q2 		$8K Sell
32
-9
-22% -$2.4K 0.01% 268
2020
Q1 		$9K Sell
41
-20
-33% -$5.45K 0.01% 217
2019
Q4 		$18K Buy
+61
New +$16.8K 0.02% 233

Other funds holding ELV

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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engrave Wealth Partners's ELV Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Elevance Health (ELV) in Q3 2020, closing a stake of 32 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in ELV in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 1,094 funds tracked by Wall St. Rank hold ELV as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Elevance Health position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 32 Elevance Health shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in Elevance Health in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Elevance Health position peaked at $18K in Q4 2019.
  • 1,094 funds tracked by Wall St. Rank held Elevance Health as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.