Hefty Wealth Partners’s Elevance Health ELV Stock Holding History

Hefty Wealth Partners’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 Q1	$48K	Sell	217 -4,145	-95%	-$974K	0.03%	142
2017 Q4	$981K	Buy	4,362 +76	+2%	+$16.2K	0.61%	46
2017 Q3	$814K	Sell	4,286 -83	-2%	-$15.8K	0.54%	55
2017 Q2	$821K	Sell	4,369 -2,216	-34%	-$398K	0.56%	55
2017 Q1	$1.09M	Buy	6,585 +6,375	+3,036%	+$1.01M	0.79%	48
2016 Q4	$30K	Sell	210 -8,139	-97%	-$1.09M	0.03%	134
2016 Q3	$1.05M	Buy	8,349 +8,139	+3,876%	+$1.05M	0.79%	42
2016 Q2	$27K	Hold	210	–	–	0.02%	121
2016 Q1	$29K	Hold	210	–	–	0.03%	123
2015 Q4	$29K	Buy	+210	New	+$28.9K	0.03%	121

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hefty Wealth Partners's ELV Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Elevance Health (ELV) stake by 95% in Q1 2018, selling an estimated $974K and leaving 217 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #142.

Hefty Wealth Partners first reported a position in ELV in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2017. 924 funds tracked by Wall St. Rank hold ELV as of Q1 2018.

Hefty Wealth Partners held 217 shares of Elevance Health worth $48K as of Q1 2018.
Hefty Wealth Partners sold 4,145 Elevance Health shares in Q1 2018, an estimated $974K.
Elevance Health made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #142 holding.
Hefty Wealth Partners first reported a position in Elevance Health in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Elevance Health position peaked at $1.09M in Q1 2017.
924 funds tracked by Wall St. Rank held Elevance Health as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.