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Legacy Wealth Partners (California)’s Elevance Health ELV Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		– Sell
-2,089
Closed -$474K – 102
2020
Q1 		$474K Sell
2,089
-168
-7% -$45.8K 0.44% 46
2019
Q4 		$649K Buy
+2,257
New +$621K 0.47% 44

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State Street
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Wellington Management Group
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Legacy Wealth Partners (California)'s ELV Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of Elevance Health (ELV) in Q2 2020, closing a stake of 2,089 shares — an estimated $474K sold.

Legacy Wealth Partners (California) first reported a position in ELV in Q4 2019 and held it in 2 quarters. The position peaked at $649K in Q4 2019. 1,106 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining Elevance Health position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 2,089 Elevance Health shares in Q2 2020, an estimated $474K.
  • Legacy Wealth Partners (California) first reported a position in Elevance Health in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Elevance Health position peaked at $649K in Q4 2019.
  • 1,106 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.