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Sound View Wealth Advisors’s Elevance Health ELV Stock Holding History

Sound View Wealth Advisors’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 		$293K Buy
1,020
+68
+7% +$19.7K 0.09% 187
2018
Q4 		$250K Buy
+952
New +$262K 0.09% 196

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

Sound View Wealth Advisors's ELV Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Elevance Health (ELV) stake by 7.1% in Q1 2019, buying an estimated $19.7K and bringing the position to 1,020 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #187.

Sound View Wealth Advisors first reported a position in ELV in Q4 2018 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • Sound View Wealth Advisors held 1,020 shares of Elevance Health worth $293K as of Q1 2019.
  • Sound View Wealth Advisors bought 68 Elevance Health shares in Q1 2019, an estimated $19.7K.
  • Elevance Health made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #187 holding.
  • Sound View Wealth Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.