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Tiedemann Advisors’s Elevance Health ELV Stock Holding History

Tiedemann Advisors’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
2017
Q3 		– Sell
-6,128
Closed -$1.15M – 375
2017
Q2 		$1.15M Buy
6,128
+2,277
+59% +$409K 0.08% 188
2017
Q1 		$637K Buy
+3,851
New +$613K 0.05% 236
2014
Q4 		– Sell
-3,071
Closed -$368K – 30
2014
Q3 		$368K Buy
3,071
+854
+39% +$98K 0.75% 31
2014
Q2 		$238K Buy
+2,217
New +$228K 0.56% 33

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Tiedemann Advisors's ELV Position: Q3 2017 in Review

Tiedemann Advisors sold out of Elevance Health (ELV) in Q3 2017, closing a stake of 6,128 shares — an estimated $1.15M sold.

Tiedemann Advisors first reported a position in ELV in Q2 2014 and held it in 4 quarters. The position peaked at $1.15M in Q2 2017. 844 funds tracked by Wall St. Rank hold ELV as of Q3 2017.

  • Tiedemann Advisors reported no remaining Elevance Health position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 6,128 Elevance Health shares in Q3 2017, an estimated $1.15M.
  • Tiedemann Advisors first reported a position in Elevance Health in Q2 2014 and held it in 4 quarters.
  • Tiedemann Advisors's Elevance Health position peaked at $1.15M in Q2 2017.
  • 844 funds tracked by Wall St. Rank held Elevance Health as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.