PIA
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Piedmont Investment Advisors’s Elevance Health ELV Stock Holding History

Piedmont 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
2020
Q2 		– Sell
-32,524
Closed -$7.38M – 212
2020
Q1 		$7.38M Buy
32,524
+1,840
+6% +$501K 0.29% 78
2019
Q4 		$9.27M Buy
30,684
+764
+3% +$210K 0.32% 79
2019
Q3 		$7.18M Buy
29,920
+1,464
+5% +$401K 0.28% 92
2019
Q2 		$8.03M Buy
28,456
+5,117
+22% +$1.4M 0.32% 79
2019
Q1 		$6.7M Buy
23,339
+439
+2% +$127K 0.27% 90
2018
Q4 		$6.01M Buy
22,900
+7,513
+49% +$2.07M 0.29% 91
2018
Q3 		$4.22M Sell
15,387
-8,400
-35% -$2.18M 0.18% 123
2018
Q2 		$5.66M Sell
23,787
-14,895
-39% -$3.45M 0.27% 86
2018
Q1 		$8.5M Sell
38,682
-31,854
-45% -$7.48M 0.23% 116
2017
Q4 		$15.9M Sell
70,536
-9,185
-12% -$1.96M 0.32% 81
2017
Q3 		$15.1M Sell
79,721
-18,387
-19% -$3.5M 0.32% 78
2017
Q2 		$18.5M Buy
98,108
+2,276
+2% +$409K 0.41% 59
2017
Q1 		$15.8M Buy
95,832
+1,199
+1% +$191K 0.33% 82
2016
Q4 		$13.6M Buy
94,633
+2,440
+3% +$327K 0.28% 96
2016
Q3 		$11.6M Sell
92,193
-5,600
-6% -$723K 0.25% 105
2016
Q2 		$12.8M Buy
97,793
+3,575
+4% +$489K 0.26% 101
2016
Q1 		$13.1M Buy
94,218
+260
+0.3% +$34.7K 0.28% 91
2015
Q4 		$13.1M Buy
93,958
+510
+0.5% +$70.3K 0.28% 95
2015
Q3 		$13.1M Buy
93,448
+6,790
+8% +$1.02M 0.3% 91
2015
Q2 		$14.2M Buy
86,658
+54,235
+167% +$8.67M 0.3% 98
2015
Q1 		$5.01M Sell
32,423
-6,276
-16% -$894K 0.31% 58
2014
Q4 		$4.86M Sell
38,699
-80
-0.2% -$9.88K 0.29% 62
2014
Q3 		$4.64M Sell
38,779
-83
-0.2% -$9.52K 0.24% 60
2014
Q2 		$4.18M Sell
38,862
-7,671
-16% -$790K 0.22% 65
2014
Q1 		$4.63M Sell
46,533
-1,278
-3% -$116K 0.25% 54
2013
Q4 		$4.42M Buy
47,811
+5,790
+14% +$514K 0.24% 59
2013
Q3 		$3.51M Sell
42,021
-1,908
-4% -$164K 0.18% 71
2013
Q2 		$3.6M Buy
+43,929
New +$3.29M 0.16% 77

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Piedmont Investment Advisors's ELV Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Elevance Health (ELV) in Q2 2020, closing a stake of 32,524 shares — an estimated $7.38M sold.

Piedmont Investment Advisors first reported a position in ELV in Q2 2013 and held it in 28 quarters. The position peaked at $18.5M in Q2 2017. 1,107 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Elevance Health position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 32,524 Elevance Health shares in Q2 2020, an estimated $7.38M.
  • Piedmont Investment Advisors first reported a position in Elevance Health in Q2 2013 and held it in 28 quarters.
  • Piedmont Investment Advisors's Elevance Health position peaked at $18.5M in Q2 2017.
  • 1,107 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.