KWM
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Keebeck Wealth Management’s Elevance Health ELV Stock Holding History

Keebeck 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
Q3 		– Sell
-10
Closed -$2K – 234
2020
Q2 		$2K Buy
+10
New +$2.67K ﹤0.01% 357

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Keebeck Wealth Management's ELV Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Elevance Health (ELV) in Q3 2020, closing a stake of 10 shares — an estimated $2K sold.

Keebeck Wealth Management first reported a position in ELV in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 1,094 funds tracked by Wall St. Rank hold ELV as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Elevance Health position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 10 Elevance Health shares in Q3 2020, an estimated $2K.
  • Keebeck Wealth Management first reported a position in Elevance Health in Q2 2020 and held it in 1 quarter.
  • Keebeck Wealth Management's Elevance Health position peaked at $2K in Q2 2020.
  • 1,094 funds tracked by Wall St. Rank held Elevance Health as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.