HWA
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Hillcrest Wealth Advisors’s Elevance Health ELV Stock Holding History

Hillcrest 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
2020
Q4 		– Sell
-3,437
Closed -$923K – 53
2020
Q3 		$923K Buy
+3,437
New +$925K 0.66% 31

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillcrest Wealth Advisors's ELV Position: Q4 2020 in Review

Hillcrest Wealth Advisors sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 3,437 shares — an estimated $923K sold.

Hillcrest Wealth Advisors first reported a position in ELV in Q3 2020 and held it in 1 quarter. The position peaked at $923K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

  • Hillcrest Wealth Advisors reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 3,437 Elevance Health shares in Q4 2020, an estimated $923K.
  • Hillcrest Wealth Advisors first reported a position in Elevance Health in Q3 2020 and held it in 1 quarter.
  • Hillcrest Wealth Advisors's Elevance Health position peaked at $923K in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.