Lehman Financial Resources’s Elevance Health ELV Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-90	Closed	-$12K	–	141
2015 Q3	$12K	Hold	90	–	–	0.01%	287
2015 Q2	$14K	Hold	90	–	–	0.01%	282
2015 Q1	$14K	Hold	90	–	–	0.01%	284
2014 Q4	$11K	Hold	90	–	–	0.01%	290
2014 Q3	$11K	Hold	90	–	–	0.01%	296
2014 Q2	$10K	Hold	90	–	–	﹤0.01%	291
2014 Q1	$9K	Hold	90	–	–	﹤0.01%	295
2013 Q4	$8K	Hold	90	–	–	﹤0.01%	291
2013 Q3	$8K	Hold	90	–	–	0.01%	276
2013 Q2	$7K	Buy	+90	New	+$6.74K	﹤0.01%	252

Other funds holding ELV

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Lehman Financial Resources's ELV Position: Q4 2015 in Review

Lehman Financial Resources sold out of Elevance Health (ELV) in Q4 2015, closing a stake of 90 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in ELV in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q2 2015. 766 funds tracked by Wall St. Rank hold ELV as of Q4 2015.

Lehman Financial Resources reported no remaining Elevance Health position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 90 Elevance Health shares in Q4 2015, an estimated $12K.
Lehman Financial Resources first reported a position in Elevance Health in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Elevance Health position peaked at $14K in Q2 2015.
766 funds tracked by Wall St. Rank held Elevance Health as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.