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Everett Capital Advisors (UK)’s Elevance Health ELV Stock Holding History

Everett Capital Advisors (UK)’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
Q1 		– Sell
-80,000
Closed -$11.6M – 28
2016
Q4 		$11.6M Buy
+80,000
New +$10.7M 4.76% 7

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Everett Capital Advisors (UK)'s ELV Position: Q4 2019 in Review

Everett Capital Advisors (UK) sold out of Elevance Health (ELV) in Q4 2019, closing a stake of 22,400 shares — an estimated $5.38M sold.

Everett Capital Advisors (UK) first reported a position in ELV in Q3 2019 and held it in 1 quarter. The position peaked at $5.38M in Q3 2019. 1,110 funds tracked by Wall St. Rank hold ELV as of Q4 2019.

  • Everett Capital Advisors (UK) reported no remaining Elevance Health position as of Q4 2019 after selling out during the quarter.
  • Everett Capital Advisors (UK) sold 22,400 Elevance Health shares in Q4 2019, an estimated $5.38M.
  • Everett Capital Advisors (UK) first reported a position in Elevance Health in Q3 2019 and held it in 1 quarter.
  • Everett Capital Advisors (UK)'s Elevance Health position peaked at $5.38M in Q3 2019.
  • 1,110 funds tracked by Wall St. Rank held Elevance Health as of Q4 2019.

Based on Everett Capital Advisors (UK)'s 13F filing for Q4 2019, filed 15 Jan 2020.