Hays Advisory’s Elevance Health ELV Stock Holding History

Hays Advisory’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
2018 Q4	–	Sell	-1,193	Closed	-$327K	–	14
2018 Q3	$327K	Buy	1,193 +84	+8%	+$21.8K	0.21%	50
2018 Q2	$264K	Sell	1,109 -99	-8%	-$22.9K	0.15%	54
2018 Q1	$265K	Sell	1,208 -567	-32%	-$133K	0.13%	67
2017 Q4	$399K	Sell	1,775 -91	-5%	-$19.4K	0.14%	63
2017 Q3	$354K	Buy	1,866 +93	+5%	+$17.7K	0.1%	52
2017 Q2	$334K	Buy	1,773 +75	+4%	+$13.5K	0.08%	53
2017 Q1	$281K	Buy	1,698 +65	+4%	+$10.3K	0.07%	55
2016 Q4	$235K	Buy	+1,633	New	+$219K	0.05%	57

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

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

Hays Advisory's ELV Position: Q4 2018 in Review

Hays Advisory sold out of Elevance Health (ELV) in Q4 2018, closing a stake of 1,193 shares — an estimated $327K sold.

Hays Advisory first reported a position in ELV in Q4 2016 and held it in 8 quarters. The position peaked at $399K in Q4 2017. 997 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

Hays Advisory reported no remaining Elevance Health position as of Q4 2018 after selling out during the quarter.
Hays Advisory sold 1,193 Elevance Health shares in Q4 2018, an estimated $327K.
Hays Advisory first reported a position in Elevance Health in Q4 2016 and held it in 8 quarters.
Hays Advisory's Elevance Health position peaked at $399K in Q4 2017.
997 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Hays Advisory's 13F filing for Q4 2018.