JWM
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Jeppson Wealth Management’s Elevance Health ELV Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-5
Closed -$1K – 218
2020
Q3 		$1K Buy
+5
New +$1.34K ﹤0.01% 493

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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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Jeppson Wealth Management's ELV Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in ELV in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 5 Elevance Health shares in Q4 2020, an estimated $1K.
  • Jeppson Wealth Management first reported a position in Elevance Health in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Elevance Health position peaked at $1K in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.