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Woodard & Company Asset Management Group’s Elevance Health ELV Stock Holding History

Woodard & Company Asset Management Group’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
Q1 		– Sell
-100
Closed -$23K – 212
2017
Q4 		$23K Buy
+100
New +$21.3K 0.02% 129

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Vanguard Group
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodard & Company Asset Management Group's ELV Position: Q1 2018 in Review

Woodard & Company Asset Management Group sold out of Elevance Health (ELV) in Q1 2018, closing a stake of 100 shares — an estimated $23K sold.

Woodard & Company Asset Management Group first reported a position in ELV in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 923 funds tracked by Wall St. Rank hold ELV as of Q1 2018.

  • Woodard & Company Asset Management Group reported no remaining Elevance Health position as of Q1 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 100 Elevance Health shares in Q1 2018, an estimated $23K.
  • Woodard & Company Asset Management Group first reported a position in Elevance Health in Q4 2017 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Elevance Health position peaked at $23K in Q4 2017.
  • 923 funds tracked by Wall St. Rank held Elevance Health as of Q1 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2018, filed 27 Apr 2018.