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Summit Wealth & Retirement Planning’s Elevance Health ELV Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-1,825
Closed -$524K – 134
2019
Q1 		$524K Buy
+1,825
New +$528K 0.31% 76

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Summit Wealth & Retirement Planning's ELV Position: Q2 2019 in Review

Summit Wealth & Retirement Planning sold out of Elevance Health (ELV) in Q2 2019, closing a stake of 1,825 shares — an estimated $524K sold.

Summit Wealth & Retirement Planning first reported a position in ELV in Q1 2019 and held it in 1 quarter. The position peaked at $524K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold ELV as of Q2 2019.

  • Summit Wealth & Retirement Planning reported no remaining Elevance Health position as of Q2 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,825 Elevance Health shares in Q2 2019, an estimated $524K.
  • Summit Wealth & Retirement Planning first reported a position in Elevance Health in Q1 2019 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Elevance Health position peaked at $524K in Q1 2019.
  • 1,030 funds tracked by Wall St. Rank held Elevance Health as of Q2 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2019, filed 6 Aug 2019.