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Squar Milner Financial Services’s Elevance Health ELV Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-300
Closed -$68K – 352
2020
Q1 		$68K Buy
300
+191
+175% +$52.1K 0.04% 331
2019
Q4 		$32K Buy
+109
New +$30K 0.02% 458
2019
Q3 		– Sell
-100
Closed -$28K – 354
2019
Q2 		$28K Buy
+100
New +$27.3K 0.02% 419

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Squar Milner Financial Services's ELV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Elevance Health (ELV) in Q2 2020, closing a stake of 300 shares — an estimated $68K sold.

Squar Milner Financial Services first reported a position in ELV in Q2 2019 and held it in 3 quarters. The position peaked at $68K in Q1 2020. 1,107 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Elevance Health position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 300 Elevance Health shares in Q2 2020, an estimated $68K.
  • Squar Milner Financial Services first reported a position in Elevance Health in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Elevance Health position peaked at $68K in Q1 2020.
  • 1,107 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.