Migdal Insurance & Financial Holdings’s Elevance Health ELV Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q4	–	Sell	-97	Closed	-$26K	–	673
2020 Q3	$26K	Buy	+97	New	+$26.1K	﹤0.01%	601
2020 Q2	–	Sell	-191	Closed	-$43K	–	714
2020 Q1	$43K	Sell	191 -212	-53%	-$57.8K	﹤0.01%	506
2019 Q4	$122K	Sell	403 -43	-10%	-$11.8K	﹤0.01%	484
2019 Q3	$107K	Buy	+446	New	+$122K	﹤0.01%	539
2018 Q4	–	Sell	-1,854	Closed	-$508K	–	730
2018 Q3	$508K	Buy	1,854 +1,110	+149%	+$288K	0.01%	373
2018 Q2	$177K	Buy	744 +721	+3,135%	+$167K	﹤0.01%	452
2018 Q1	$5K	Buy	+23	New	+$5.4K	﹤0.01%	569

Other funds holding ELV

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Migdal Insurance & Financial Holdings's ELV Position: Q4 2020 in Review

Migdal Insurance & Financial Holdings sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 97 shares — an estimated $26K sold.

Migdal Insurance & Financial Holdings first reported a position in ELV in Q1 2018 and held it in 7 quarters. The position peaked at $508K in Q3 2018. 1,171 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

Migdal Insurance & Financial Holdings reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 97 Elevance Health shares in Q4 2020, an estimated $26K.
Migdal Insurance & Financial Holdings first reported a position in Elevance Health in Q1 2018 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's Elevance Health position peaked at $508K in Q3 2018.
1,171 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.