I
ELV icon

IberiaBank’s Elevance Health ELV Stock Holding History

IberiaBank’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
Q2 		$695K Sell
2,642
-32
-1% -$8.54K 0.08% 139
2020
Q1 		$607K Buy
2,674
+1,478
+124% +$403K 0.08% 137
2019
Q4 		$361K Sell
1,196
-7
-0.6% -$1.93K 0.04% 187
2019
Q3 		$289K Sell
1,203
-3
-0.2% -$822 0.03% 195
2019
Q2 		$340K Sell
1,206
-22
-2% -$6.01K 0.04% 194
2019
Q1 		$352K Buy
+1,228
New +$355K 0.04% 191

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

IberiaBank's ELV Position: Q2 2020 in Review

IberiaBank reduced its Elevance Health (ELV) stake by 1.2% in Q2 2020, selling an estimated $8.54K and leaving 2,642 shares worth $695K. The position accounts for 0.08% of the portfolio, ranked #139.

IberiaBank first reported a position in ELV in Q1 2019 and has held it in 6 quarters since. 1,107 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

  • IberiaBank held 2,642 shares of Elevance Health worth $695K as of Q2 2020.
  • IberiaBank sold 32 Elevance Health shares in Q2 2020, an estimated $8.54K.
  • Elevance Health made up 0.08% of IberiaBank's portfolio in Q2 2020, its #139 holding.
  • IberiaBank first reported a position in Elevance Health in Q1 2019 and has held it in 6 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.