MYCIO Wealth Partners’s Elevance Health ELV Stock Holding History

MYCIO Wealth Partners’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	-103	Closed	-$17K	–	909
2015 Q2	$17K	Hold	103	–	–	﹤0.01%	456
2015 Q1	$16K	Buy	103 +1	+1%	+$142	﹤0.01%	428
2014 Q4	$13K	Hold	102	–	–	﹤0.01%	438
2014 Q3	$12K	Hold	102	–	–	﹤0.01%	427
2014 Q2	$11K	Buy	102 +1	+1%	+$103	﹤0.01%	458
2014 Q1	$10K	Hold	101	–	–	﹤0.01%	464
2013 Q4	$9K	Sell	101 -321	-76%	-$28.5K	﹤0.01%	455
2013 Q3	$35K	Sell	422 -56	-12%	-$4.8K	0.01%	268
2013 Q2	$39K	Buy	+478	New	+$35.8K	0.01%	252

Other funds holding ELV

T. Rowe Price Associates

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

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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