SLF
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Sun Life Financial’s Elevance Health ELV Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-144
Closed -$52K – 208
2021
Q1 		$52K Sell
144
-3
-2% -$965 ﹤0.01% 174
2020
Q4 		$47K Sell
147
-3
-2% -$921 0.01% 170
2020
Q3 		$40K Buy
+150
New +$40.4K 0.01% 176
2017
Q2 		– Sell
-23
Closed -$142 – 578
2017
Q1 		$142 Buy
+23
New +$3.66K ﹤0.01% 337

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sun Life Financial's ELV Position: Q2 2021 in Review

Sun Life Financial sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 144 shares — an estimated $52K sold.

Sun Life Financial first reported a position in ELV in Q1 2017 and held it in 4 quarters. The position peaked at $52K in Q1 2021. 1,239 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

  • Sun Life Financial reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 144 Elevance Health shares in Q2 2021, an estimated $52K.
  • Sun Life Financial first reported a position in Elevance Health in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's Elevance Health position peaked at $52K in Q1 2021.
  • 1,239 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.