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Simmons Bank’s Elevance Health ELV Stock Holding History

Simmons Bank’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
-1,241
Closed -$326K – 373
2018
Q4 		$326K Hold
1,241
– – 0.04% 277
2018
Q3 		$340K Sell
1,241
-36
-3% -$9.35K 0.03% 306
2018
Q2 		$304K Hold
1,277
– – 0.03% 311
2018
Q1 		$281K Sell
1,277
-95
-7% -$22.3K 0.03% 305
2017
Q4 		$308K Sell
1,372
-40
-3% -$8.52K 0.03% 264
2017
Q3 		$269K Buy
+1,412
New +$269K 0.03% 277

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simmons Bank's ELV Position: Q1 2019 in Review

Simmons Bank sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 1,241 shares — an estimated $326K sold.

Simmons Bank first reported a position in ELV in Q3 2017 and held it in 6 quarters. The position peaked at $340K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • Simmons Bank reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • Simmons Bank sold 1,241 Elevance Health shares in Q1 2019, an estimated $326K.
  • Simmons Bank first reported a position in Elevance Health in Q3 2017 and held it in 6 quarters.
  • Simmons Bank's Elevance Health position peaked at $340K in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Simmons Bank's 13F filing for Q1 2019, filed 13 May 2019.