Rikoon Group’s Elevance Health ELV Stock Holding History

Rikoon Group’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
2021 Q1	$208K	Buy	+580	New	+$187K	0.06%	225

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rikoon Group's ELV Position: Q1 2021 in Review

Rikoon Group opened a new position in Elevance Health (ELV) in Q1 2021: 580 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

1,212 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

Rikoon Group held 580 shares of Elevance Health worth $208K as of Q1 2021.
Elevance Health was a new Rikoon Group position in Q1 2021.
Elevance Health made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #225 holding.
1,212 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.