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Signature Financial Management’s Elevance Health ELV Stock Holding History

Signature Financial 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 		$455K Hold
1,732
– – 0.11% 75
2018
Q3 		$475K Hold
1,732
– – 0.08% 91
2018
Q2 		$413K Buy
+1,732
New +$401K 0.09% 95

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 $865B AUM 30.76% 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 $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Financial Management's ELV Position: Q4 2018 in Review

Signature Financial Management held its Elevance Health (ELV) position steady in Q4 2018 at 1,732 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #75.

Signature Financial Management first reported a position in ELV in Q2 2018 and has held it in 3 quarters since. The position peaked at $475K in Q3 2018. 998 funds tracked by Wall St. Rank hold ELV as of Q4 2018.

  • Signature Financial Management held 1,732 shares of Elevance Health worth $455K as of Q4 2018.
  • Signature Financial Management left its Elevance Health share count unchanged in Q4 2018.
  • Elevance Health made up 0.11% of Signature Financial Management's portfolio in Q4 2018, its #75 holding.
  • Signature Financial Management first reported a position in Elevance Health in Q2 2018 and has held it in 3 quarters since.
  • Signature Financial Management's Elevance Health position peaked at $475K in Q3 2018.
  • 998 funds tracked by Wall St. Rank held Elevance Health as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.