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JOYN Advisors’s Elevance Health ELV Stock Holding History

JOYN Advisors’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
-529
Closed -$139K – 487
2018
Q4 		$139K Buy
529
+164
+45% +$45.1K 0.03% 153
2018
Q3 		$100K Buy
365
+23
+7% +$5.97K 0.02% 218
2018
Q2 		$81K Buy
342
+52
+18% +$12K 0.02% 265
2018
Q1 		$64K Buy
+290
New +$68.1K 0.01% 393

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's ELV Position: Q1 2019 in Review

JOYN Advisors sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 529 shares — an estimated $139K sold.

JOYN Advisors first reported a position in ELV in Q1 2018 and held it in 4 quarters. The position peaked at $139K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • JOYN Advisors reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 529 Elevance Health shares in Q1 2019, an estimated $139K.
  • JOYN Advisors first reported a position in Elevance Health in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Elevance Health position peaked at $139K in Q4 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.