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Peddock Capital Advisors’s Elevance Health ELV Stock Holding History

Peddock Capital 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
2018
Q4 		– Sell
-10
Closed -$3K – 256
2018
Q3 		$3K Hold
10
– – ﹤0.01% 244
2018
Q2 		$2K Hold
10
– – ﹤0.01% 249
2018
Q1 		$2K Hold
10
– – ﹤0.01% 242
2017
Q4 		$2K Hold
10
– – ﹤0.01% 242
2017
Q3 		$2K Hold
10
– – ﹤0.01% 240
2017
Q2 		$2K Hold
10
– – ﹤0.01% 240
2017
Q1 		$2K Hold
10
– – ﹤0.01% 221
2016
Q4 		$1K Hold
10
– – ﹤0.01% 219
2016
Q3 		$1K Buy
+10
New +$1.29K ﹤0.01% 233

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peddock Capital Advisors's ELV Position: Q4 2018 in Review

Peddock Capital Advisors sold out of Elevance Health (ELV) in Q4 2018, closing a stake of 10 shares — an estimated $3K sold.

Peddock Capital Advisors first reported a position in ELV in Q3 2016 and held it in 9 quarters. The position peaked at $3K in Q3 2018. 999 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

  • Peddock Capital Advisors reported no remaining Elevance Health position as of Q4 2018 after selling out during the quarter.
  • Peddock Capital Advisors sold 10 Elevance Health shares in Q4 2018, an estimated $3K.
  • Peddock Capital Advisors first reported a position in Elevance Health in Q3 2016 and held it in 9 quarters.
  • Peddock Capital Advisors's Elevance Health position peaked at $3K in Q3 2018.
  • 999 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Peddock Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.