Thomas Russo’s Elevance Health ELV Stock Holding History

Thomas Russo’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
2018 Q1	–	Sell	-100	Closed	-$23K	–	120
2017 Q4	$23K	Buy	+100	New	+$21.3K	﹤0.01%	173

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Thomas Russo's ELV Position: Q1 2018 in Review

Thomas Russo sold out of Elevance Health (ELV) in Q1 2018, closing a stake of 100 shares — an estimated $23K sold.

Thomas Russo first reported a position in ELV in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 923 funds tracked by Wall St. Rank hold ELV as of Q1 2018.

Thomas Russo reported no remaining Elevance Health position as of Q1 2018 after selling out during the quarter.
Thomas Russo sold 100 Elevance Health shares in Q1 2018, an estimated $23K.
Thomas Russo first reported a position in Elevance Health in Q4 2017 and held it in 1 quarter.
Thomas Russo's Elevance Health position peaked at $23K in Q4 2017.
923 funds tracked by Wall St. Rank held Elevance Health as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.