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Spectrum Financial Alliance’s Elevance Health ELV Stock Holding History

Spectrum Financial Alliance’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
-50
Closed -$13K – 40
2018
Q4 		$13K Buy
+50
New +$13.7K 0.01% 58

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State Street
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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

Spectrum Financial Alliance's ELV Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Elevance Health (ELV) in Q1 2019, closing a stake of 50 shares — an estimated $13K sold.

Spectrum Financial Alliance first reported a position in ELV in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 1,074 funds tracked by Wall St. Rank hold ELV as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Elevance Health position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 50 Elevance Health shares in Q1 2019, an estimated $13K.
  • Spectrum Financial Alliance first reported a position in Elevance Health in Q4 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's Elevance Health position peaked at $13K in Q4 2018.
  • 1,074 funds tracked by Wall St. Rank held Elevance Health as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.