HWA
ELV icon

HCR Wealth Advisors’s Elevance Health ELV Stock Holding History

HCR Wealth Advisors’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
-1,210
Closed -$291K – 248
2019
Q3 		$291K Buy
1,210
+262
+28% +$71.8K 0.1% 124
2019
Q2 		$268K Buy
+948
New +$259K 0.08% 135

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

HCR Wealth Advisors's ELV Position: Q4 2019 in Review

HCR Wealth Advisors sold out of Elevance Health (ELV) in Q4 2019, closing a stake of 1,210 shares — an estimated $291K sold.

HCR Wealth Advisors first reported a position in ELV in Q2 2019 and held it in 2 quarters. The position peaked at $291K in Q3 2019. 1,110 funds tracked by Wall St. Rank hold ELV as of Q4 2019.

  • HCR Wealth Advisors reported no remaining Elevance Health position as of Q4 2019 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,210 Elevance Health shares in Q4 2019, an estimated $291K.
  • HCR Wealth Advisors first reported a position in Elevance Health in Q2 2019 and held it in 2 quarters.
  • HCR Wealth Advisors's Elevance Health position peaked at $291K in Q3 2019.
  • 1,110 funds tracked by Wall St. Rank held Elevance Health as of Q4 2019.

Based on HCR Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.