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Mariner Wealth Advisors (Cincinnati)’s Elevance Health ELV Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$279K Hold
1,019
– – 0.02% 253
2018
Q2 		$243K Buy
1,019
+1
+0.1% +$232 0.01% 271
2018
Q1 		$224K Hold
1,018
– – 0.01% 262
2017
Q4 		$229K Sell
1,018
-129
-11% -$27.5K 0.01% 254
2017
Q3 		$218K Hold
1,147
– – 0.01% 253
2017
Q2 		$216K Buy
+1,147
New +$206K 0.02% 239

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ELV Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its Elevance Health (ELV) position steady in Q3 2018 at 1,019 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #253.

Mariner Wealth Advisors (Cincinnati) first reported a position in ELV in Q2 2017 and has held it in 6 quarters since. 945 funds tracked by Wall St. Rank hold ELV as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 1,019 shares of Elevance Health worth $279K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) left its Elevance Health share count unchanged in Q3 2018.
  • Elevance Health made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #253 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Elevance Health in Q2 2017 and has held it in 6 quarters since.
  • 945 funds tracked by Wall St. Rank held Elevance Health as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.