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Peachtree Investment Advisors’s Elevance Health ELV Stock Holding History

Peachtree Investment Advisors’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
-100
Closed -$16K – 145
2015
Q2 		$16K Sell
100
-100
-50% -$16K 0.01% 239
2015
Q1 		$31K Hold
200
– – 0.02% 218
2014
Q4 		$25K Hold
200
– – 0.02% 245
2014
Q3 		$24K Buy
+200
New +$22.9K 0.02% 251

Other funds holding ELV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peachtree Investment Advisors's ELV Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Elevance Health (ELV) in Q3 2015, closing a stake of 100 shares — an estimated $16K sold.

Peachtree Investment Advisors first reported a position in ELV in Q3 2014 and held it in 4 quarters. The position peaked at $31K in Q1 2015. 761 funds tracked by Wall St. Rank hold ELV as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Elevance Health position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 100 Elevance Health shares in Q3 2015, an estimated $16K.
  • Peachtree Investment Advisors first reported a position in Elevance Health in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Elevance Health position peaked at $31K in Q1 2015.
  • 761 funds tracked by Wall St. Rank held Elevance Health as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.