Kaizen Advisory’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$181K Buy
688
+90
+15% +$24.7K 0.13% 168
2018
Q3
$164K Hold
598
0.09% 172
2018
Q2
$142K Buy
598
+348
+139% +$80.6K 0.07% 188
2018
Q1
$55K Hold
250
0.05% 188
2017
Q4
$56K Buy
+250
New +$53.2K 0.03% 181

Other funds holding ELV

Kaizen Advisory's ELV Position: Q4 2018 in Review

Kaizen Advisory increased its Elevance Health (ELV) stake by 15% in Q4 2018, buying an estimated $24.7K and bringing the position to 688 shares worth $181K. The position accounts for 0.13% of the portfolio, ranked #168.

Kaizen Advisory first reported a position in ELV in Q4 2017 and has held it in 5 quarters since. 997 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

  • Kaizen Advisory held 688 shares of Elevance Health worth $181K as of Q4 2018.
  • Kaizen Advisory bought 90 Elevance Health shares in Q4 2018, an estimated $24.7K.
  • Elevance Health made up 0.13% of Kaizen Advisory's portfolio in Q4 2018, its #168 holding.
  • Kaizen Advisory first reported a position in Elevance Health in Q4 2017 and has held it in 5 quarters since.
  • 997 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.