Kessler Investment Group’s Elevance Health ELV Stock Holding History

Kessler Investment 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
2018 Q2	–	Sell	-88	Closed	-$19K	–	175
2018 Q1	$19K	Hold	88	–	–	0.02%	82
2017 Q4	$20K	Hold	88	–	–	0.03%	74
2017 Q3	$17K	Hold	88	–	–	0.02%	71
2017 Q2	$17K	Hold	88	–	–	0.02%	67
2017 Q1	$15K	Hold	88	–	–	0.02%	72
2016 Q4	$13K	Hold	88	–	–	0.02%	73
2016 Q3	$11K	Hold	88	–	–	0.02%	70
2016 Q2	$12K	Hold	88	–	–	0.02%	73
2016 Q1	$12K	Hold	88	–	–	0.02%	74
2015 Q4	$12K	Hold	88	–	–	0.02%	71
2015 Q3	$12K	Hold	88	–	–	0.02%	66
2015 Q2	$14K	Hold	88	–	–	0.02%	74
2015 Q1	$14K	Hold	88	–	–	0.02%	74
2014 Q4	$11K	Buy	+88	New	+$10.9K	0.02%	87

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Kessler Investment Group's ELV Position: Q2 2018 in Review

Kessler Investment Group sold out of Elevance Health (ELV) in Q2 2018, closing a stake of 88 shares — an estimated $19K sold.

Kessler Investment Group first reported a position in ELV in Q4 2014 and held it in 14 quarters. The position peaked at $20K in Q4 2017. 935 funds tracked by Wall St. Rank hold ELV as of Q2 2018.

Kessler Investment Group reported no remaining Elevance Health position as of Q2 2018 after selling out during the quarter.
Kessler Investment Group sold 88 Elevance Health shares in Q2 2018, an estimated $19K.
Kessler Investment Group first reported a position in Elevance Health in Q4 2014 and held it in 14 quarters.
Kessler Investment Group's Elevance Health position peaked at $20K in Q4 2017.
935 funds tracked by Wall St. Rank held Elevance Health as of Q2 2018.

Based on Kessler Investment Group's 13F filing for Q2 2018, filed 25 Jul 2018.