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Ground Swell Capital’s Elevance Health ELV Stock Holding History

Ground Swell 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
2014
Q3 		$65K Buy
545
+229
+72% +$26.3K 0.12% 162
2014
Q2 		$34K Buy
+316
New +$32.6K 0.07% 239

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ground Swell Capital's ELV Position: Q3 2014 in Review

Ground Swell Capital increased its Elevance Health (ELV) stake by 72% in Q3 2014, buying an estimated $26.3K and bringing the position to 545 shares worth $65K. The position accounts for 0.12% of the portfolio, ranked #162.

Ground Swell Capital first reported a position in ELV in Q2 2014 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold ELV as of Q3 2014.

  • Ground Swell Capital held 545 shares of Elevance Health worth $65K as of Q3 2014.
  • Ground Swell Capital bought 229 Elevance Health shares in Q3 2014, an estimated $26.3K.
  • Elevance Health made up 0.12% of Ground Swell Capital's portfolio in Q3 2014, its #162 holding.
  • Ground Swell Capital first reported a position in Elevance Health in Q2 2014 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Elevance Health as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.