Global Financial Private Capital’s Elevance Health ELV Stock Holding History

Global Financial Private Capital’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 Q4	–	Sell	-839	Closed	-$201K	–	399
2019 Q3	$201K	Sell	839 -33	-4%	-$9.04K	0.01%	244
2019 Q2	$246K	Sell	872 -3,407	-80%	-$931K	0.01%	253
2019 Q1	$1.23M	Buy	+4,279	New	+$1.24M	0.06%	224
2018 Q4	–	Sell	-1,598	Closed	-$438K	–	371
2018 Q3	$438K	Buy	1,598 +79	+5%	+$20.5K	0.02%	400
2018 Q2	$362K	Buy	1,519 +15	+1%	+$3.47K	0.01%	425
2018 Q1	$330K	Buy	+1,504	New	+$353K	0.01%	428
2017 Q4	–	Sell	-1,348	Closed	-$256K	–	539
2017 Q3	$256K	Buy	+1,348	New	+$257K	0.01%	421

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Global Financial Private Capital's ELV Position: Q4 2019 in Review

Global Financial Private Capital sold out of Elevance Health (ELV) in Q4 2019, closing a stake of 839 shares — an estimated $201K sold.

Global Financial Private Capital first reported a position in ELV in Q3 2017 and held it in 7 quarters. The position peaked at $1.23M in Q1 2019. 1,110 funds tracked by Wall St. Rank hold ELV as of Q4 2019.

Global Financial Private Capital reported no remaining Elevance Health position as of Q4 2019 after selling out during the quarter.
Global Financial Private Capital sold 839 Elevance Health shares in Q4 2019, an estimated $201K.
Global Financial Private Capital first reported a position in Elevance Health in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's Elevance Health position peaked at $1.23M in Q1 2019.
1,110 funds tracked by Wall St. Rank held Elevance Health as of Q4 2019.

Based on Global Financial Private Capital's 13F filing for Q4 2019, filed 11 Feb 2020.