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INR Advisory Services’s Elevance Health ELV Stock Holding History

INR Advisory Services’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
2017
Q3 		– Sell
-71
Closed -$13K – 69
2017
Q2 		$13K Buy
71
+5
+8% +$898 ﹤0.01% 32
2017
Q1 		$11K Buy
+66
New +$10.5K ﹤0.01% 42

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

INR Advisory Services's ELV Position: Q3 2017 in Review

INR Advisory Services sold out of Elevance Health (ELV) in Q3 2017, closing a stake of 71 shares — an estimated $13K sold.

INR Advisory Services first reported a position in ELV in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 844 funds tracked by Wall St. Rank hold ELV as of Q3 2017.

  • INR Advisory Services reported no remaining Elevance Health position as of Q3 2017 after selling out during the quarter.
  • INR Advisory Services sold 71 Elevance Health shares in Q3 2017, an estimated $13K.
  • INR Advisory Services first reported a position in Elevance Health in Q1 2017 and held it in 2 quarters.
  • INR Advisory Services's Elevance Health position peaked at $13K in Q2 2017.
  • 844 funds tracked by Wall St. Rank held Elevance Health as of Q3 2017.

Based on INR Advisory Services's 13F filing for Q3 2017, filed 9 Nov 2017.