KCPG
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Kavar Capital Partners Group’s Elevance Health ELV Stock Holding History

Kavar Capital Partners Group’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
2016
Q1 		– Sell
-72
Closed -$10K – 173
2015
Q4 		$10K Hold
72
– – 0.01% 267
2015
Q3 		$10K Buy
72
+22
+44% +$3.31K 0.01% 279
2015
Q2 		$8K Buy
+50
New +$7.99K 0.01% 310

Other funds holding ELV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kavar Capital Partners Group's ELV Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Elevance Health (ELV) in Q1 2016, closing a stake of 72 shares — an estimated $10K sold.

Kavar Capital Partners Group first reported a position in ELV in Q2 2015 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 770 funds tracked by Wall St. Rank hold ELV as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Elevance Health position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 72 Elevance Health shares in Q1 2016, an estimated $10K.
  • Kavar Capital Partners Group first reported a position in Elevance Health in Q2 2015 and held it in 3 quarters.
  • Kavar Capital Partners Group's Elevance Health position peaked at $10K in Q4 2015.
  • 770 funds tracked by Wall St. Rank held Elevance Health as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.