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Tiedemann Trust’s Elevance Health ELV Stock Holding History

Tiedemann Trust’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
2014
Q4 		– Sell
-72,738
Closed -$8.73M – 67
2014
Q3 		$8.73M Buy
72,738
+8,888
+14% +$1.02M 0.78% 31
2014
Q2 		$6.87M Buy
63,850
+14,125
+28% +$1.46M 0.66% 35
2014
Q1 		$4.95M Buy
49,725
+24,160
+95% +$2.19M 0.54% 40
2013
Q4 		$2.36M Buy
+25,565
New +$2.27M 0.36% 38

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tiedemann Trust's ELV Position: Q4 2014 in Review

Tiedemann Trust sold out of Elevance Health (ELV) in Q4 2014, closing a stake of 72,738 shares — an estimated $8.73M sold.

Tiedemann Trust first reported a position in ELV in Q4 2013 and held it in 4 quarters. The position peaked at $8.73M in Q3 2014. 721 funds tracked by Wall St. Rank hold ELV as of Q4 2014.

  • Tiedemann Trust reported no remaining Elevance Health position as of Q4 2014 after selling out during the quarter.
  • Tiedemann Trust sold 72,738 Elevance Health shares in Q4 2014, an estimated $8.73M.
  • Tiedemann Trust first reported a position in Elevance Health in Q4 2013 and held it in 4 quarters.
  • Tiedemann Trust's Elevance Health position peaked at $8.73M in Q3 2014.
  • 721 funds tracked by Wall St. Rank held Elevance Health as of Q4 2014.

Based on Tiedemann Trust's 13F filing for Q4 2014, filed 13 Feb 2015.