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Koch Industries’s Elevance Health ELV Stock Holding History

Koch Industries’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
-4,051
Closed -$890K – 197
2018
Q1 		$890K Buy
4,051
+2,376
+142% +$558K 0.09% 169
2017
Q4 		$377K Buy
+1,675
New +$357K 0.06% 350

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Koch Industries's ELV Position: Q2 2018 in Review

Koch Industries sold out of Elevance Health (ELV) in Q2 2018, closing a stake of 4,051 shares — an estimated $890K sold.

Koch Industries first reported a position in ELV in Q4 2017 and held it in 2 quarters. The position peaked at $890K in Q1 2018. 934 funds tracked by Wall St. Rank hold ELV as of Q2 2018.

  • Koch Industries reported no remaining Elevance Health position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 4,051 Elevance Health shares in Q2 2018, an estimated $890K.
  • Koch Industries first reported a position in Elevance Health in Q4 2017 and held it in 2 quarters.
  • Koch Industries's Elevance Health position peaked at $890K in Q1 2018.
  • 934 funds tracked by Wall St. Rank held Elevance Health as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.