MSU
ELV icon

Maple Securities USA’s Elevance Health ELV Stock Holding History

Maple Securities USA’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
2014
Q3 		– Sell
-5,306
Closed -$571K – 247
2014
Q2 		$571K Buy
+5,306
New +$547K 0.06% 76

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Maple Securities USA's ELV Position: Q3 2014 in Review

Maple Securities USA sold out of Elevance Health (ELV) in Q3 2014, closing a stake of 5,306 shares — an estimated $571K sold.

Maple Securities USA first reported a position in ELV in Q2 2014 and held it in 1 quarter. The position peaked at $571K in Q2 2014. 706 funds tracked by Wall St. Rank hold ELV as of Q3 2014.

  • Maple Securities USA reported no remaining Elevance Health position as of Q3 2014 after selling out during the quarter.
  • Maple Securities USA sold 5,306 Elevance Health shares in Q3 2014, an estimated $571K.
  • Maple Securities USA first reported a position in Elevance Health in Q2 2014 and held it in 1 quarter.
  • Maple Securities USA's Elevance Health position peaked at $571K in Q2 2014.
  • 706 funds tracked by Wall St. Rank held Elevance Health as of Q3 2014.

Based on Maple Securities USA's 13F filing for Q3 2014, filed 21 Oct 2014.