HJMC
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Hellman Jordan Management Company’s Elevance Health ELV Stock Holding History

Hellman Jordan Management Company’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 		– Sell
-4,215
Closed -$948K – 48
2017
Q4 		$948K Hold
4,215
– – 1.49% 25
2017
Q3 		$800K Sell
4,215
-1,325
-24% -$252K 1.74% 22
2017
Q2 		$1.04M Buy
+5,540
New +$995K 2.24% 12

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hellman Jordan Management Company's ELV Position: Q1 2018 in Review

Hellman Jordan Management Company sold out of Elevance Health (ELV) in Q1 2018, closing a stake of 4,215 shares — an estimated $948K sold.

Hellman Jordan Management Company first reported a position in ELV in Q2 2017 and held it in 3 quarters. The position peaked at $1.04M in Q2 2017. 922 funds tracked by Wall St. Rank hold ELV as of Q1 2018.

  • Hellman Jordan Management Company reported no remaining Elevance Health position as of Q1 2018 after selling out during the quarter.
  • Hellman Jordan Management Company sold 4,215 Elevance Health shares in Q1 2018, an estimated $948K.
  • Hellman Jordan Management Company first reported a position in Elevance Health in Q2 2017 and held it in 3 quarters.
  • Hellman Jordan Management Company's Elevance Health position peaked at $1.04M in Q2 2017.
  • 922 funds tracked by Wall St. Rank held Elevance Health as of Q1 2018.

Based on Hellman Jordan Management Company's 13F filing for Q1 2018, filed 17 May 2018.