Gratus Capital’s Elevance Health ELV Stock Holding History

Gratus 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
2021 Q1	–	Sell	-667	Closed	-$214K	–	189
2020 Q4	$214K	Buy	+667	New	+$205K	0.03%	172

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gratus Capital's ELV Position: Q1 2021 in Review

Gratus Capital sold out of Elevance Health (ELV) in Q1 2021, closing a stake of 667 shares — an estimated $214K sold.

Gratus Capital first reported a position in ELV in Q4 2020 and held it in 1 quarter. The position peaked at $214K in Q4 2020. 1,211 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

Gratus Capital reported no remaining Elevance Health position as of Q1 2021 after selling out during the quarter.
Gratus Capital sold 667 Elevance Health shares in Q1 2021, an estimated $214K.
Gratus Capital first reported a position in Elevance Health in Q4 2020 and held it in 1 quarter.
Gratus Capital's Elevance Health position peaked at $214K in Q4 2020.
1,211 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on Gratus Capital's 13F filing for Q1 2021, filed 4 May 2021.