RIM
ELV icon

Rampart Investment Management’s Elevance Health ELV Stock Holding History

Rampart Investment 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 		– Sell
-1,562
Closed -$420K – 112
2020
Q3 		$420K Sell
1,562
-4,153
-73% -$1.12M 0.27% 92
2020
Q2 		$1.5M Buy
5,715
+3,579
+168% +$955K 0.25% 108
2020
Q1 		$485K Sell
2,136
-3,768
-64% -$1.03M 0.23% 92
2019
Q4 		$1.78M Sell
5,904
-1,054
-15% -$290K 0.22% 135
2019
Q3 		$1.67M Buy
6,958
+136
+2% +$37.3K 0.21% 146
2019
Q2 		$1.93M Sell
6,822
-400
-6% -$109K 0.23% 136
2019
Q1 		$2.07M Buy
7,222
+4,462
+162% +$1.29M 0.24% 130
2018
Q4 		$725K Sell
2,760
-3,373
-55% -$927K 0.2% 116
2018
Q3 		$1.68K Sell
6,133
-4,339
-41% -$1.13M ﹤0.01% 485
2018
Q2 		$2.49M Buy
10,472
+1,385
+15% +$321K 0.24% 120
2018
Q1 		$2M Buy
+9,087
New +$2.13M 0.19% 163
2017
Q4 		– Sell
-3,624
Closed -$688K – 504
2017
Q3 		$688K Buy
3,624
+223
+7% +$42.4K 0.23% 100
2017
Q2 		$640K Buy
3,401
+2,668
+364% +$479K 0.23% 98
2017
Q1 		$121K Buy
+733
New +$117K 0.04% 124

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

Rampart Investment Management's ELV Position: Q4 2020 in Review

Rampart Investment Management sold out of Elevance Health (ELV) in Q4 2020, closing a stake of 1,562 shares — an estimated $420K sold.

Rampart Investment Management first reported a position in ELV in Q1 2017 and held it in 14 quarters. The position peaked at $2.49M in Q2 2018. 1,171 funds tracked by Wall St. Rank hold ELV as of Q4 2020.

  • Rampart Investment Management reported no remaining Elevance Health position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,562 Elevance Health shares in Q4 2020, an estimated $420K.
  • Rampart Investment Management first reported a position in Elevance Health in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Elevance Health position peaked at $2.49M in Q2 2018.
  • 1,171 funds tracked by Wall St. Rank held Elevance Health as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.