EPG Wealth Management’s Elevance Health ELV Stock Holding History

EPG Wealth 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
2020 Q2	–	Sell	-2	Closed	–	–	317
2020 Q1	$0	Buy	+2	New	+$545	﹤0.01%	794

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

EPG Wealth Management's ELV Position: Q2 2020 in Review

EPG Wealth Management sold out of Elevance Health (ELV) in Q2 2020, closing a stake of 2 shares.

EPG Wealth Management first reported a position in ELV in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 1,106 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

EPG Wealth Management reported no remaining Elevance Health position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 2 Elevance Health shares in Q2 2020.
EPG Wealth Management first reported a position in Elevance Health in Q1 2020 and held it in 1 quarter.
EPG Wealth Management's Elevance Health position peaked at $0 in Q1 2020.
1,106 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.