FMT
ELV icon

First Mercantile Trust’s Elevance Health ELV Stock Holding History

First Mercantile Trust’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
2021
Q3 		$232K Sell
622
-78
-11% -$29.6K 0.03% 364
2021
Q2 		$267K Sell
700
-90
-11% -$34.4K 0.03% 324
2021
Q1 		$284K Sell
790
-63
-7% -$20.3K 0.03% 312
2020
Q4 		$274K Buy
853
+23
+3% +$7.06K 0.03% 311
2020
Q3 		$268K Sell
830
-170
-17% -$45.7K 0.03% 297
2020
Q2 		$263K Buy
1,000
+540
+117% +$144K 0.03% 299
2020
Q1 		$104K Buy
460
+50
+12% +$13.6K 0.02% 549
2019
Q4 		$124K Sell
410
-10
-2% -$2.75K 0.01% 616
2019
Q3 		$101K Buy
+420
New +$115K 0.01% 689
2014
Q4 		– Sell
-588
Closed -$70K – 1103
2014
Q3 		$70K Sell
588
-300
-34% -$34.4K 0.01% 954
2014
Q2 		$96K Hold
888
– – 0.01% 826
2014
Q1 		$88K Hold
888
– – 0.01% 927
2013
Q4 		$82K Hold
888
– – 0.01% 865
2013
Q3 		$74K Hold
888
– – 0.01% 875
2013
Q2 		$73K Buy
+888
New +$66.5K 0.01% 904

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Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return