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United Asset Strategies’s Elevance Health ELV Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-2,001
Closed -$604K – 186
2019
Q4 		$604K Buy
+2,001
New +$551K 0.12% 141

Other funds holding ELV

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Asset Strategies's ELV Position: Q1 2020 in Review

United Asset Strategies sold out of Elevance Health (ELV) in Q1 2020, closing a stake of 2,001 shares — an estimated $604K sold.

United Asset Strategies first reported a position in ELV in Q4 2019 and held it in 1 quarter. The position peaked at $604K in Q4 2019. 1,051 funds tracked by Wall St. Rank hold ELV as of Q1 2020.

  • United Asset Strategies reported no remaining Elevance Health position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 2,001 Elevance Health shares in Q1 2020, an estimated $604K.
  • United Asset Strategies first reported a position in Elevance Health in Q4 2019 and held it in 1 quarter.
  • United Asset Strategies's Elevance Health position peaked at $604K in Q4 2019.
  • 1,051 funds tracked by Wall St. Rank held Elevance Health as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.