Gupta Wealth Management’s Elevance Health ELV Stock Holding History

Gupta Wealth Management’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
2016 Q1	$69K	Sell	497 -48	-9%	-$6.41K	0.02%	390
2015 Q4	$76K	Buy	545 +3	+0.6%	+$413	0.02%	369
2015 Q3	$76K	Buy	542 +450	+489%	+$67.6K	0.02%	383
2015 Q2	$15K	Buy	92 +67	+268%	+$10.7K	﹤0.01%	800
2015 Q1	$4K	Buy	+25	New	+$3.56K	﹤0.01%	914

Other funds holding ELV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Gupta Wealth Management's ELV Position: Q1 2016 in Review

Gupta Wealth Management reduced its Elevance Health (ELV) stake by 8.8% in Q1 2016, selling an estimated $6.41K and leaving 497 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #390.

Gupta Wealth Management first reported a position in ELV in Q1 2015 and has held it in 5 quarters since. The position peaked at $76K in Q4 2015. 771 funds tracked by Wall St. Rank hold ELV as of Q1 2016.

Gupta Wealth Management held 497 shares of Elevance Health worth $69K as of Q1 2016.
Gupta Wealth Management sold 48 Elevance Health shares in Q1 2016, an estimated $6.41K.
Elevance Health made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #390 holding.
Gupta Wealth Management first reported a position in Elevance Health in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Elevance Health position peaked at $76K in Q4 2015.
771 funds tracked by Wall St. Rank held Elevance Health as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.