W
ELV icon

Wealthfront’s Elevance Health ELV Stock Holding History

Wealthfront’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
2018
Q3 		$1.53M Buy
5,601
+147
+3% +$38.2K 0.01% 176
2018
Q2 		$1.3M Sell
5,454
-2,183
-29% -$506K 0.01% 198
2018
Q1 		$1.68M Buy
7,637
+611
+9% +$144K 0.02% 157
2017
Q4 		$1.58M Buy
7,026
+639
+10% +$136K 0.02% 152
2017
Q3 		$1.21M Buy
6,387
+907
+17% +$173K 0.02% 159
2017
Q2 		$1.03M Buy
5,480
+695
+15% +$125K 0.02% 151
2017
Q1 		$791K Buy
4,785
+853
+22% +$136K 0.01% 154
2016
Q4 		$565K Buy
3,932
+438
+13% +$58.6K 0.01% 176
2016
Q3 		$438K Buy
3,494
+1,076
+44% +$139K 0.01% 203
2016
Q2 		$318K Sell
2,418
-275
-10% -$37.6K 0.01% 246
2016
Q1 		$374K Buy
2,693
+6
+0.2% +$802 0.01% 199
2015
Q4 		$375K Sell
2,687
-413
-13% -$56.9K 0.01% 177
2015
Q3 		$434K Buy
3,100
+289
+10% +$43.4K 0.02% 150
2015
Q2 		$461K Buy
2,811
+481
+21% +$76.9K 0.02% 117
2015
Q1 		$360K Buy
2,330
+408
+21% +$58.1K 0.02% 127
2014
Q4 		$242K Buy
1,922
+576
+43% +$71.2K 0.01% 170
2014
Q3 		$161K Buy
1,346
+508
+61% +$58.3K 0.01% 190
2014
Q2 		$92K Buy
838
+338
+68% +$34.8K 0.01% 246
2014
Q1 		$50K Buy
+500
New +$45.2K 0.01% 267

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's ELV Position: Q3 2018 in Review

Wealthfront increased its Elevance Health (ELV) stake by 2.7% in Q3 2018, buying an estimated $38.2K and bringing the position to 5,601 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #176.

Wealthfront first reported a position in ELV in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.68M in Q1 2018. 946 funds tracked by Wall St. Rank hold ELV as of Q3 2018.

  • Wealthfront held 5,601 shares of Elevance Health worth $1.53M as of Q3 2018.
  • Wealthfront bought 147 Elevance Health shares in Q3 2018, an estimated $38.2K.
  • Elevance Health made up 0.01% of Wealthfront's portfolio in Q3 2018, its #176 holding.
  • Wealthfront first reported a position in Elevance Health in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Elevance Health position peaked at $1.68M in Q1 2018.
  • 946 funds tracked by Wall St. Rank held Elevance Health as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.