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 $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Insight 2811 Inc's ELV Position: Q1 2019 in Review

Insight 2811 Inc sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 3,263 shares — an estimated $857K sold.

Insight 2811 Inc first reported a position in ELV in Q3 2015 and held it in 14 quarters. The position peaked at $1.28M in Q3 2018. 1,076 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

Insight 2811 Inc reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
Insight 2811 Inc sold 3,263 Elevance Health shares in Q1 2019, an estimated $857K.
Insight 2811 Inc first reported a position in Elevance Health in Q3 2015 and held it in 14 quarters.
Insight 2811 Inc's Elevance Health position peaked at $1.28M in Q3 2018.
1,076 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Insight 2811 Inc's 13F filing for Q1 2019, filed 13 May 2019.