Gideon Capital Advisors’s Elevance Health ELV Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-958	Closed	-$275K	–	317
2019 Q1	$275K	Buy	+958	New	+$277K	0.1%	293
2018 Q3	–	Sell	-911	Closed	-$217K	–	388
2018 Q2	$217K	Buy	+911	New	+$211K	0.11%	330
2014 Q3	–	Sell	-7,128	Closed	-$767K	–	294
2014 Q2	$767K	Buy	7,128 +4,889	+218%	+$504K	0.28%	113
2014 Q1	$223K	Buy	+2,239	New	+$203K	0.12%	182

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Gideon Capital Advisors's ELV Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Elevance Health (ELV) in Q2 2019, closing a stake of 958 shares — an estimated $275K sold.

Gideon Capital Advisors first reported a position in ELV in Q1 2014 and held it in 4 quarters. The position peaked at $767K in Q2 2014. 1,031 funds tracked by Wall St. Rank hold ELV as of Q2 2019.

Gideon Capital Advisors reported no remaining Elevance Health position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 958 Elevance Health shares in Q2 2019, an estimated $275K.
Gideon Capital Advisors first reported a position in Elevance Health in Q1 2014 and held it in 4 quarters.
Gideon Capital Advisors's Elevance Health position peaked at $767K in Q2 2014.
1,031 funds tracked by Wall St. Rank held Elevance Health as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.