Pier Capital’s Elevance Health ELV Stock Holding History

Pier Capital’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
2013 Q4	–	Sell	-718	Closed	-$60K	–	143
2013 Q3	$60K	Buy	+718	New	+$61.5K	0.01%	116

Other funds holding ELV

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pier Capital's ELV Position: Q4 2013 in Review

Pier Capital sold out of Elevance Health (ELV) in Q4 2013, closing a stake of 718 shares — an estimated $60K sold.

Pier Capital first reported a position in ELV in Q3 2013 and held it in 1 quarter. The position peaked at $60K in Q3 2013. 640 funds tracked by Wall St. Rank hold ELV as of Q4 2013.

Pier Capital reported no remaining Elevance Health position as of Q4 2013 after selling out during the quarter.
Pier Capital sold 718 Elevance Health shares in Q4 2013, an estimated $60K.
Pier Capital first reported a position in Elevance Health in Q3 2013 and held it in 1 quarter.
Pier Capital's Elevance Health position peaked at $60K in Q3 2013.
640 funds tracked by Wall St. Rank held Elevance Health as of Q4 2013.

Based on Pier Capital's 13F filing for Q4 2013, filed 13 Feb 2014.