KJWM
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Kiley Juergens Wealth Management’s Elevance Health ELV Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-147
Closed -$40K – 214
2018
Q3 		$40K Hold
147
– – 0.03% 264
2018
Q2 		$34K Buy
+147
New +$34K 0.03% 248
2018
Q1 		– Sell
-147
Closed -$33K – 232
2017
Q4 		$33K Buy
+147
New +$31.3K 0.03% 263

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's ELV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Elevance Health (ELV) in Q4 2018, closing a stake of 147 shares — an estimated $40K sold.

Kiley Juergens Wealth Management first reported a position in ELV in Q4 2017 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 997 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Elevance Health position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 147 Elevance Health shares in Q4 2018, an estimated $40K.
  • Kiley Juergens Wealth Management first reported a position in Elevance Health in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Elevance Health position peaked at $40K in Q3 2018.
  • 997 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.