Tom Gayner’s Elevance Health ELV Stock Holding History

Tom Gayner’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
2020 Q2	–	Sell	-174,000	Closed	-$39.5M	–	121
2020 Q1	$39.5M	Sell	174,000 -50,000	-22%	-$13.6M	0.74%	38
2019 Q4	$67.7M	Hold	224,000	–	–	0.94%	31
2019 Q3	$53.8M	Hold	224,000	–	–	0.81%	35
2019 Q2	$63.2M	Hold	224,000	–	–	0.97%	23
2019 Q1	$64.3M	Hold	224,000	–	–	1.08%	23
2018 Q4	$58.8M	Hold	224,000	–	–	1.12%	24
2018 Q3	$61.4M	Hold	224,000	–	–	1.04%	24
2018 Q2	$53.3M	Hold	224,000	–	–	0.98%	26
2018 Q1	$49.2M	Hold	224,000	–	–	0.94%	29
2017 Q4	$50.4M	Hold	224,000	–	–	0.95%	28
2017 Q3	$42.5M	Hold	224,000	–	–	0.85%	34
2017 Q2	$42.1M	Hold	224,000	–	–	0.9%	31
2017 Q1	$37M	Hold	224,000	–	–	0.83%	35
2016 Q4	$32.2M	Hold	224,000	–	–	0.78%	35
2016 Q3	$28.1M	Hold	224,000	–	–	0.72%	37
2016 Q2	$29.4M	Hold	224,000	–	–	0.78%	33
2016 Q1	$31.1M	Hold	224,000	–	–	0.84%	32
2015 Q4	$31.2M	Hold	224,000	–	–	0.85%	32
2015 Q3	$31.4M	Hold	224,000	–	–	0.83%	33
2015 Q2	$36.8M	Hold	224,000	–	–	0.92%	31
2015 Q1	$34.6M	Buy	224,000 +7,000	+3%	+$997K	0.87%	32
2014 Q4	$27.3M	Buy	217,000 +12,000	+6%	+$1.48M	0.69%	42
2014 Q3	$24.5M	Buy	205,000 +17,000	+9%	+$1.95M	0.69%	39
2014 Q2	$20.2M	Buy	188,000 +54,000	+40%	+$5.56M	0.58%	44
2014 Q1	$13.3M	Buy	134,000 +28,000	+26%	+$2.53M	0.41%	50
2013 Q4	$9.79M	Buy	106,000 +28,000	+36%	+$2.49M	0.31%	58
2013 Q3	$6.52M	Hold	78,000	–	–	0.22%	66
2013 Q2	$6.38M	Buy	+78,000	New	+$5.84M	0.23%	67

Other funds holding ELV

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

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Tom Gayner's ELV Position: Q2 2020 in Review

Tom Gayner sold out of Elevance Health (ELV) in Q2 2020, closing a stake of 174,000 shares — an estimated $39.5M sold.

Tom Gayner first reported a position in ELV in Q2 2013 and held it in 28 quarters. The position peaked at $67.7M in Q4 2019. 1,107 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

Tom Gayner reported no remaining Elevance Health position as of Q2 2020 after selling out during the quarter.
Tom Gayner sold 174,000 Elevance Health shares in Q2 2020, an estimated $39.5M.
Tom Gayner first reported a position in Elevance Health in Q2 2013 and held it in 28 quarters.
Tom Gayner's Elevance Health position peaked at $67.7M in Q4 2019.
1,107 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on Markel Group's 13F filing for Q2 2020, filed 3 Aug 2020.