Fortis Advisors’s Elevance Health ELV Stock Holding History

Fortis Advisors’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
2018 Q2	–	Sell	-96	Closed	-$21K	–	312
2018 Q1	$21K	Buy	+96	New	+$22.6K	0.01%	210

Other funds holding ELV

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fortis Advisors's ELV Position: Q2 2018 in Review

Fortis Advisors sold out of Elevance Health (ELV) in Q2 2018, closing a stake of 96 shares — an estimated $21K sold.

Fortis Advisors first reported a position in ELV in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 934 funds tracked by Wall St. Rank hold ELV as of Q2 2018.

Fortis Advisors reported no remaining Elevance Health position as of Q2 2018 after selling out during the quarter.
Fortis Advisors sold 96 Elevance Health shares in Q2 2018, an estimated $21K.
Fortis Advisors first reported a position in Elevance Health in Q1 2018 and held it in 1 quarter.
Fortis Advisors's Elevance Health position peaked at $21K in Q1 2018.
934 funds tracked by Wall St. Rank held Elevance Health as of Q2 2018.

Based on Fortis Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.