WQ
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Wealth Quarterback’s Elevance Health ELV Stock Holding History

Wealth Quarterback’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
-12
Closed -$2.77K – 294
2020
Q1 		$2.77K Hold
12
– – ﹤0.01% 706
2019
Q4 		$3.67K Buy
+12
New +$3.3K ﹤0.01% 681

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wealth Quarterback's ELV Position: Q2 2020 in Review

Wealth Quarterback sold out of Elevance Health (ELV) in Q2 2020, closing a stake of 12 shares — an estimated $2.77K sold.

Wealth Quarterback first reported a position in ELV in Q4 2019 and held it in 2 quarters. The position peaked at $3.67K in Q4 2019. 1,106 funds tracked by Wall St. Rank hold ELV as of Q2 2020.

  • Wealth Quarterback reported no remaining Elevance Health position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 12 Elevance Health shares in Q2 2020, an estimated $2.77K.
  • Wealth Quarterback first reported a position in Elevance Health in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Elevance Health position peaked at $3.67K in Q4 2019.
  • 1,106 funds tracked by Wall St. Rank held Elevance Health as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.