First Heartland Consultants’s Elevance Health ELV Stock Holding History

First Heartland Consultants’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	-846	Closed	-$243K	–	288
2019 Q1	$243K	Buy	+846	New	+$245K	0.07%	230
2018 Q4	–	Sell	-838	Closed	-$230K	–	246
2018 Q3	$230K	Buy	+838	New	+$218K	0.07%	226
2017 Q4	–	Sell	-1,107	Closed	-$210K	–	287
2017 Q3	$210K	Buy	+1,107	New	+$211K	0.05%	315
2015 Q3	–	Sell	-1,279	Closed	-$210	–	264
2015 Q2	$210	Buy	+1,279	New	+$204K	0.06%	236

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Heartland Consultants's ELV Position: Q2 2019 in Review

First Heartland Consultants sold out of Elevance Health (ELV) in Q2 2019, closing a stake of 846 shares — an estimated $243K sold.

First Heartland Consultants first reported a position in ELV in Q2 2015 and held it in 4 quarters. The position peaked at $243K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold ELV as of Q2 2019.

First Heartland Consultants reported no remaining Elevance Health position as of Q2 2019 after selling out during the quarter.
First Heartland Consultants sold 846 Elevance Health shares in Q2 2019, an estimated $243K.
First Heartland Consultants first reported a position in Elevance Health in Q2 2015 and held it in 4 quarters.
First Heartland Consultants's Elevance Health position peaked at $243K in Q1 2019.
1,030 funds tracked by Wall St. Rank held Elevance Health as of Q2 2019.

Based on First Heartland Consultants's 13F filing for Q2 2019, filed 12 Aug 2019.