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Marvin & Palmer Associates’s Elevance Health ELV Stock Holding History

Marvin & Palmer Associates’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
2015
Q3 		– Sell
-10,650
Closed -$1.75M – 52
2015
Q2 		$1.75M Sell
10,650
-100
-0.9% -$16K 1.65% 30
2015
Q1 		$1.66M Sell
10,750
-23
-0.2% -$3.27K 1.44% 35
2014
Q4 		$1.35M Buy
+10,773
New +$1.33M 1.38% 34

Other funds holding ELV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marvin & Palmer Associates's ELV Position: Q3 2015 in Review

Marvin & Palmer Associates sold out of Elevance Health (ELV) in Q3 2015, closing a stake of 10,650 shares — an estimated $1.75M sold.

Marvin & Palmer Associates first reported a position in ELV in Q4 2014 and held it in 3 quarters. The position peaked at $1.75M in Q2 2015. 761 funds tracked by Wall St. Rank hold ELV as of Q3 2015.

  • Marvin & Palmer Associates reported no remaining Elevance Health position as of Q3 2015 after selling out during the quarter.
  • Marvin & Palmer Associates sold 10,650 Elevance Health shares in Q3 2015, an estimated $1.75M.
  • Marvin & Palmer Associates first reported a position in Elevance Health in Q4 2014 and held it in 3 quarters.
  • Marvin & Palmer Associates's Elevance Health position peaked at $1.75M in Q2 2015.
  • 761 funds tracked by Wall St. Rank held Elevance Health as of Q3 2015.

Based on Marvin & Palmer Associates's 13F filing for Q3 2015, filed 19 Nov 2015.