MinichMacGregor Wealth Management’s Elevance Health ELV Stock Holding History

MinichMacGregor Wealth Management’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	-10	Closed	-$2K	–	206
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	445
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	435
2018 Q1	$2K	Hold	10	–	–	﹤0.01%	422
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	413
2017 Q3	$2K	Hold	10	–	–	﹤0.01%	392
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	419
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	411
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	412
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	408
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	391
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	377
2015 Q4	$1K	Buy	+10	New	+$1.38K	﹤0.01%	348

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's ELV Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Elevance Health (ELV) in Q4 2018, closing a stake of 10 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in ELV in Q4 2015 and held it in 12 quarters. The position peaked at $2K in Q3 2018. 999 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Elevance Health position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 10 Elevance Health shares in Q4 2018, an estimated $2K.
MinichMacGregor Wealth Management first reported a position in Elevance Health in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Elevance Health position peaked at $2K in Q3 2018.
999 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.