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LifePlan Financial Group’s Elevance Health ELV Stock Holding History

LifePlan Financial 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
2020
Q3 		$17K Hold
64
– – 0.01% 360
2020
Q2 		$17K Hold
64
– – 0.01% 356
2020
Q1 		$15K Buy
+64
New +$17.4K 0.01% 353

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LifePlan Financial Group's ELV Position: Q3 2020 in Review

LifePlan Financial Group held its Elevance Health (ELV) position steady in Q3 2020 at 64 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #360.

LifePlan Financial Group first reported a position in ELV in Q1 2020 and has held it in 3 quarters since. 1,094 funds tracked by Wall St. Rank hold ELV as of Q3 2020.

  • LifePlan Financial Group held 64 shares of Elevance Health worth $17K as of Q3 2020.
  • LifePlan Financial Group left its Elevance Health share count unchanged in Q3 2020.
  • Elevance Health made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #360 holding.
  • LifePlan Financial Group first reported a position in Elevance Health in Q1 2020 and has held it in 3 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Elevance Health as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.