PVWM
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Point View Wealth Management’s Elevance Health ELV Stock Holding History

Point View Wealth Management’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
Q4 		$3M Sell
9,339
-1,138
-11% -$349K 1.22% 8
2020
Q3 		$2.81M Sell
10,477
-284
-3% -$76.4K 1.33% 6
2020
Q2 		$2.83M Sell
10,761
-57
-0.5% -$15.2K 1.36% 7
2020
Q1 		$2.46M Sell
10,818
-173
-2% -$47.1K 1.35% 9
2019
Q4 		$3.32M Sell
10,991
-23
-0.2% -$6.33K 1.38% 8
2019
Q3 		$2.64M Sell
11,014
-768
-7% -$210K 1.2% 11
2019
Q2 		$3.33M Hold
11,782
– – 1.42% 6
2019
Q1 		$3.38M Sell
11,782
-224
-2% -$64.8K 1.5% 5
2018
Q4 		$3.15M Sell
12,006
-104
-0.9% -$28.6K 1.59% 5
2018
Q3 		$3.32M Sell
12,110
-432
-3% -$112K 1.48% 4
2018
Q2 		$2.98M Sell
12,542
-290
-2% -$67.2K 1.39% 9
2018
Q1 		$2.82M Sell
12,832
-181
-1% -$42.5K 1.35% 10
2017
Q4 		$2.93M Sell
13,013
-629
-5% -$134K 1.39% 9
2017
Q3 		$2.59M Sell
13,642
-998
-7% -$190K 1.24% 10
2017
Q2 		$2.75M Sell
14,640
-148
-1% -$26.6K 1.36% 9
2017
Q1 		$2.45M Buy
14,788
+701
+5% +$112K 1.26% 11
2016
Q4 		$2.02M Sell
14,087
-667
-5% -$89.3K 1.17% 14
2016
Q3 		$1.85M Hold
14,754
– – 1.1% 17
2016
Q2 		$1.94M Sell
14,754
-22
-0.1% -$3.01K 1.18% 14
2016
Q1 		$2.05M Sell
14,776
-34
-0.2% -$4.54K 1.32% 10
2015
Q4 		$2.06M Sell
14,810
-90
-0.6% -$12.4K 1.49% 9
2015
Q3 		$2.09M Sell
14,900
-218
-1% -$32.8K 1.67% 6
2015
Q2 		$2.48M Sell
15,118
-894
-6% -$143K 1.93% 3
2015
Q1 		$2.47M Sell
16,012
-1,381
-8% -$197K 1.91% 2
2014
Q4 		$2.19M Sell
17,393
-246
-1% -$30.4K 1.63% 5
2014
Q3 		$2.11M Sell
17,639
-124
-0.7% -$14.2K 1.79% 3
2014
Q2 		$1.91M Buy
17,763
+35
+0.2% +$3.61K 1.66% 6
2014
Q1 		$1.76M Buy
17,728
+342
+2% +$30.9K 1.61% 9
2013
Q4 		$1.61M Buy
+17,386
New +$1.54M 1.52% 10

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point View Wealth Management's ELV Position: Q4 2020 in Review

Point View Wealth Management reduced its Elevance Health (ELV) stake by 11% in Q4 2020, selling an estimated $349K and leaving 9,339 shares worth $3M. The position accounts for 1.22% of the portfolio, ranked #8.

Point View Wealth Management first reported a position in ELV in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.38M in Q1 2019. 1,171 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

  • Point View Wealth Management held 9,339 shares of Elevance Health worth $3M as of Q4 2020.
  • Point View Wealth Management sold 1,138 Elevance Health shares in Q4 2020, an estimated $349K.
  • Elevance Health made up 1.22% of Point View Wealth Management's portfolio in Q4 2020, its #8 holding.
  • Point View Wealth Management first reported a position in Elevance Health in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Elevance Health position peaked at $3.38M in Q1 2019.
  • 1,171 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.