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Northstar Wealth Partners’s Elevance Health ELV Stock Holding History

Northstar 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
2017
Q3 		– Sell
-2,513
Closed -$482K – 132
2017
Q2 		$482K Hold
2,513
– – 0.44% 74
2017
Q1 		$414K Buy
+2,513
New +$400K 0.39% 81

Other funds holding ELV

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Northstar Wealth Partners's ELV Position: Q3 2017 in Review

Northstar Wealth Partners sold out of Elevance Health (ELV) in Q3 2017, closing a stake of 2,513 shares — an estimated $482K sold.

Northstar Wealth Partners first reported a position in ELV in Q1 2017 and held it in 2 quarters. The position peaked at $482K in Q2 2017. 844 funds tracked by Wall St. Rank hold ELV as of Q3 2017.

  • Northstar Wealth Partners reported no remaining Elevance Health position as of Q3 2017 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,513 Elevance Health shares in Q3 2017, an estimated $482K.
  • Northstar Wealth Partners first reported a position in Elevance Health in Q1 2017 and held it in 2 quarters.
  • Northstar Wealth Partners's Elevance Health position peaked at $482K in Q2 2017.
  • 844 funds tracked by Wall St. Rank held Elevance Health as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.