McAdam LLC’s Elevance Health ELV Stock Holding History

McAdam LLC’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 Q4	–	Sell	-6	Closed	-$2K	–	199
2018 Q3	$2K	Hold	6	–	–	﹤0.01%	511
2018 Q2	$1K	Buy	+6	New	+$1.39K	﹤0.01%	542

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McAdam LLC's ELV Position: Q4 2018 in Review

McAdam LLC sold out of Elevance Health (ELV) in Q4 2018, closing a stake of 6 shares — an estimated $2K sold.

McAdam LLC first reported a position in ELV in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 997 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

McAdam LLC reported no remaining Elevance Health position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 6 Elevance Health shares in Q4 2018, an estimated $2K.
McAdam LLC first reported a position in Elevance Health in Q2 2018 and held it in 2 quarters.
McAdam LLC's Elevance Health position peaked at $2K in Q3 2018.
997 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.