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Enlightenment Research’s Elevance Health ELV Stock Holding History

Enlightenment Research’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
Q2 		– Sell
-2,700
Closed -$775K – 279
2019
Q1 		$775K Buy
+2,700
New +$781K 1.51% 21

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State Street
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Fidelity Investments
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Enlightenment Research's ELV Position: Q2 2019 in Review

Enlightenment Research sold out of Elevance Health (ELV) in Q2 2019, closing a stake of 2,700 shares — an estimated $775K sold.

Enlightenment Research first reported a position in ELV in Q1 2019 and held it in 1 quarter. The position peaked at $775K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold ELV as of Q2 2019.

  • Enlightenment Research reported no remaining Elevance Health position as of Q2 2019 after selling out during the quarter.
  • Enlightenment Research sold 2,700 Elevance Health shares in Q2 2019, an estimated $775K.
  • Enlightenment Research first reported a position in Elevance Health in Q1 2019 and held it in 1 quarter.
  • Enlightenment Research's Elevance Health position peaked at $775K in Q1 2019.
  • 1,030 funds tracked by Wall St. Rank held Elevance Health as of Q2 2019.

Based on Enlightenment Research's 13F filing for Q2 2019, filed 5 Aug 2019.