M.D. Sass LLC’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-2,600
Closed -$280K 58
2014
Q2
$280K Buy
+2,600
New +$280K 0.02% 53
2013
Q3
Sell
-14,900
Closed -$1.22M 44
2013
Q2
$1.22M Buy
+14,900
New +$1.22M 0.1% 44