Insight 2811 Inc’s Elevance Health ELV Stock Holding History

Insight 2811 Inc’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
2019 Q1	–	Sell	-3,263	Closed	-$857K	–	90
2018 Q4	$857K	Sell	3,263 -1,400	-30%	-$385K	0.73%	18
2018 Q3	$1.28M	Sell	4,663 -200	-4%	-$51.9K	0.86%	16
2018 Q2	$1.16M	Sell	4,863 -200	-4%	-$46.3K	0.8%	19
2018 Q1	$1.11M	Hold	5,063	–	–	0.8%	19
2017 Q4	$1.14M	Sell	5,063 -100	-2%	-$21.3K	0.84%	17
2017 Q3	$980K	Sell	5,163 -200	-4%	-$38.1K	0.73%	20
2017 Q2	$1.01M	Sell	5,363 -500	-9%	-$89.8K	0.77%	18
2017 Q1	$970K	Sell	5,863 -37	-0.6%	-$5.89K	0.74%	21
2016 Q4	$848K	Sell	5,900 -400	-6%	-$53.6K	0.69%	25
2016 Q3	$789K	Hold	6,300	–	–	0.49%	42
2016 Q2	$827K	Sell	6,300 -300	-5%	-$41K	0.32%	55
2016 Q1	$917K	Sell	6,600 -300	-4%	-$40.1K	0.36%	45
2015 Q4	$962K	Sell	6,900 -900	-12%	-$124K	0.46%	40
2015 Q3	$1.09M	Buy	+7,800	New	+$1.17M	0.64%	30

Other funds holding ELV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return