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Insight Capital Research & Management’s Elevance Health ELV Stock Holding History

Insight Capital Research & Management’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
2014
Q3 		– Sell
-38,476
Closed -$4.14M – 126
2014
Q2 		$4.14M Buy
+38,476
New +$3.96M 0.95% 48

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Insight Capital Research & Management's ELV Position: Q3 2014 in Review

Insight Capital Research & Management sold out of Elevance Health (ELV) in Q3 2014, closing a stake of 38,476 shares — an estimated $4.14M sold.

Insight Capital Research & Management first reported a position in ELV in Q2 2014 and held it in 1 quarter. The position peaked at $4.14M in Q2 2014. 706 funds tracked by Wall St. Rank hold ELV as of Q3 2014.

  • Insight Capital Research & Management reported no remaining Elevance Health position as of Q3 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 38,476 Elevance Health shares in Q3 2014, an estimated $4.14M.
  • Insight Capital Research & Management first reported a position in Elevance Health in Q2 2014 and held it in 1 quarter.
  • Insight Capital Research & Management's Elevance Health position peaked at $4.14M in Q2 2014.
  • 706 funds tracked by Wall St. Rank held Elevance Health as of Q3 2014.

Based on Insight Capital Research & Management's 13F filing for Q3 2014, filed 6 Nov 2014.