Ruggie Capital Group’s Elevance Health ELV Stock Holding History

Ruggie Capital 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
2019 Q1	–	Sell	-36	Closed	-$9K	–	233
2018 Q4	$9K	Buy	+36	New	+$9.9K	﹤0.01%	314

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruggie Capital Group's ELV Position: Q1 2019 in Review

Ruggie Capital Group sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 36 shares — an estimated $9K sold.

Ruggie Capital Group first reported a position in ELV in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

Ruggie Capital Group reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 36 Elevance Health shares in Q1 2019, an estimated $9K.
Ruggie Capital Group first reported a position in Elevance Health in Q4 2018 and held it in 1 quarter.
Ruggie Capital Group's Elevance Health position peaked at $9K in Q4 2018.
1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.