OSAM
ELVT

O'Shaughnessy Asset Management’s Elevate Credit, Inc. ELVT Stock Holding History

O'Shaughnessy Asset Management’s Portfolio ELVT Stock Details ELVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,575
Closed -$13K – 1483
2022
Q3 		$13K Sell
11,575
-44,021
-79% -$79.8K ﹤0.01% 1293
2022
Q2 		$131K Sell
55,596
-19,942
-26% -$54.1K ﹤0.01% 1082
2022
Q1 		$231K Buy
75,538
+12,208
+19% +$38.4K ﹤0.01% 1015
2021
Q4 		$188K Sell
63,330
-19,059
-23% -$64.7K ﹤0.01% 1068
2021
Q3 		$340K Buy
82,389
+44,368
+117% +$159K 0.01% 799
2021
Q2 		$136K Sell
38,021
-12,870
-25% -$44.6K ﹤0.01% 1201
2021
Q1 		$149K Buy
50,891
+7,370
+17% +$30.7K ﹤0.01% 1045
2020
Q4 		$174K Buy
43,521
+8,748
+25% +$25.7K ﹤0.01% 873
2020
Q3 		$89K Sell
34,773
-3,020
-8% -$6.41K ﹤0.01% 938
2020
Q2 		$56K Buy
37,793
+30,246
+401% +$52.9K ﹤0.01% 979
2020
Q1 		$8K Sell
7,547
-11,153
-60% -$40.1K ﹤0.01% 1039
2019
Q4 		$83K Sell
18,700
-457
-2% -$1.91K ﹤0.01% 847
2019
Q3 		$81K Buy
+19,157
New +$85.1K ﹤0.01% 676

Other funds holding ELVT

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCM
Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

O'Shaughnessy Asset Management's ELVT Position: Q4 2022 in Review

O'Shaughnessy Asset Management sold out of Elevate Credit, Inc. (ELVT) in Q4 2022, closing a stake of 11,575 shares — an estimated $13K sold.

O'Shaughnessy Asset Management first reported a position in ELVT in Q3 2019 and held it in 13 quarters. The position peaked at $340K in Q3 2021. 40 funds tracked by Wall St. Rank hold ELVT as of Q4 2022.

  • O'Shaughnessy Asset Management reported no remaining Elevate Credit, Inc. position as of Q4 2022 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 11,575 Elevate Credit, Inc. shares in Q4 2022, an estimated $13K.
  • O'Shaughnessy Asset Management first reported a position in Elevate Credit, Inc. in Q3 2019 and held it in 13 quarters.
  • O'Shaughnessy Asset Management's Elevate Credit, Inc. position peaked at $340K in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Elevate Credit, Inc. as of Q4 2022.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.