Horan Capital Advisors’s Elevance Health ELV Stock Holding History

Horan Capital 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	-180	Closed	-$48K	–	140
2020 Q3	$48K	Buy	+180	New	+$48.4K	0.03%	176
2020 Q1	–	Sell	-180	Closed	-$54K	–	125
2019 Q4	$54K	Hold	180	–	–	0.03%	143
2019 Q3	$43K	Buy	+180	New	+$49.3K	0.03%	154
2019 Q2	–	Sell	-180	Closed	-$52K	–	121
2019 Q1	$52K	Buy	+180	New	+$52.1K	0.03%	137
2017 Q4	–	Sell	-180	Closed	-$34K	–	130
2017 Q3	$34K	Buy	+180	New	+$34.3K	0.02%	185

Other funds holding ELV

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Horan Capital Advisors's ELV Position: Q4 2020 in Review

Horan Capital Advisors sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 180 shares — an estimated $48K sold.

Horan Capital Advisors first reported a position in ELV in Q3 2017 and held it in 5 quarters. The position peaked at $54K in Q4 2019. 1,170 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

Horan Capital Advisors reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 180 Elevance Health shares in Q4 2020, an estimated $48K.
Horan Capital Advisors first reported a position in Elevance Health in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's Elevance Health position peaked at $54K in Q4 2019.
1,170 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.