LC
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Lourd Capital’s Elevance Health ELV Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-1,019
Closed -$268K – 177
2018
Q4 		$268K Buy
1,019
+54
+6% +$14.8K 0.02% 215
2018
Q3 		$264K Buy
+965
New +$251K 0.02% 246
2018
Q1 		– Sell
-939
Closed -$211K – 179
2017
Q4 		$211K Buy
+939
New +$200K 0.01% 330

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

Lourd Capital's ELV Position: Q1 2019 in Review

Lourd Capital sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 1,019 shares — an estimated $268K sold.

Lourd Capital first reported a position in ELV in Q4 2017 and held it in 3 quarters. The position peaked at $268K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • Lourd Capital reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 1,019 Elevance Health shares in Q1 2019, an estimated $268K.
  • Lourd Capital first reported a position in Elevance Health in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Elevance Health position peaked at $268K in Q4 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.