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Sovarnum Capital’s Elevance Health ELV Stock Holding History

Sovarnum Capital’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
Q3 		$1.03M Sell
4,300
-10,400
-71% -$2.85M 1.21% 21
2019
Q2 		$4.15M Buy
14,700
+4,100
+39% +$1.12M 5.58% 2
2019
Q1 		$3.04M Buy
+10,600
New +$3.07M 4.08% 6

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Sovarnum Capital's ELV Position: Q3 2019 in Review

Sovarnum Capital reduced its Elevance Health (ELV) stake by 71% in Q3 2019, selling an estimated $2.85M and leaving 4,300 shares worth $1.03M. The position accounts for 1.21% of the portfolio, ranked #21.

Sovarnum Capital first reported a position in ELV in Q1 2019 and has held it in 3 quarters since. The position peaked at $4.15M in Q2 2019. 1,014 funds tracked by Wall St. Rank hold ELV as of Q3 2019.

  • Sovarnum Capital held 4,300 shares of Elevance Health worth $1.03M as of Q3 2019.
  • Sovarnum Capital sold 10,400 Elevance Health shares in Q3 2019, an estimated $2.85M.
  • Elevance Health made up 1.21% of Sovarnum Capital's portfolio in Q3 2019, its #21 holding.
  • Sovarnum Capital first reported a position in Elevance Health in Q1 2019 and has held it in 3 quarters since.
  • Sovarnum Capital's Elevance Health position peaked at $4.15M in Q2 2019.
  • 1,014 funds tracked by Wall St. Rank held Elevance Health as of Q3 2019.

Based on Sovarnum Capital's 13F filing for Q3 2019, filed 14 Nov 2019.