Truvvo Partners’s Elevance Health ELV Stock Holding History

Truvvo Partners’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 Q3	–	Sell	-1,127	Closed	-$297K	–	43
2020 Q2	$297K	Buy	+1,127	New	+$301K	0.23%	34

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Truvvo Partners's ELV Position: Q3 2020 in Review

Truvvo Partners sold out of Elevance Health (ELV) in Q3 2020, closing a stake of 1,127 shares — an estimated $297K sold.

Truvvo Partners first reported a position in ELV in Q2 2020 and held it in 1 quarter. The position peaked at $297K in Q2 2020. 1,094 funds tracked by Wall St. Rank hold ELV as of Q3 2020.

Truvvo Partners reported no remaining Elevance Health position as of Q3 2020 after selling out during the quarter.
Truvvo Partners sold 1,127 Elevance Health shares in Q3 2020, an estimated $297K.
Truvvo Partners first reported a position in Elevance Health in Q2 2020 and held it in 1 quarter.
Truvvo Partners's Elevance Health position peaked at $297K in Q2 2020.
1,094 funds tracked by Wall St. Rank held Elevance Health as of Q3 2020.

Based on Truvvo Partners's 13F filing for Q3 2020, filed 16 Nov 2020.