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Sheets Smith Wealth Management’s Elevance Health ELV Stock Holding History

Sheets Smith 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
2018
Q4 		– Sell
-2,553
Closed -$700K – 287
2018
Q3 		$700K Buy
+2,553
New +$663K 0.14% 172

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's ELV Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Elevance Health (ELV) in Q4 2018, closing a stake of 2,553 shares — an estimated $700K sold.

Sheets Smith Wealth Management first reported a position in ELV in Q3 2018 and held it in 1 quarter. The position peaked at $700K in Q3 2018. 999 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Elevance Health position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,553 Elevance Health shares in Q4 2018, an estimated $700K.
  • Sheets Smith Wealth Management first reported a position in Elevance Health in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Elevance Health position peaked at $700K in Q3 2018.
  • 999 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.