1834 Investment Advisors’s Elevance Health ELV Stock Holding History

1834 Investment Advisors’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
2022 Q2	–	Sell	-250	Closed	-$123K	–	474
2022 Q1	$123K	Sell	250 -105	-30%	-$48K	0.02%	208
2021 Q4	$165K	Sell	355 -126	-26%	-$53K	0.02%	203
2021 Q3	$179K	Buy	481 +140	+41%	+$53.2K	0.02%	203
2021 Q2	$130K	Hold	341	–	–	0.02%	218
2021 Q1	$122K	Hold	341	–	–	0.02%	229
2020 Q4	$109K	Hold	341	–	–	0.01%	226
2020 Q3	$92K	Buy	341 +91	+36%	+$24.5K	0.01%	230
2020 Q2	$66K	Hold	250	–	–	0.01%	230
2020 Q1	$57K	Hold	250	–	–	0.01%	245
2019 Q4	$76K	Hold	250	–	–	0.01%	252
2019 Q3	$60K	Hold	250	–	–	0.01%	263
2019 Q2	$71K	Hold	250	–	–	0.01%	253
2019 Q1	$72K	Hold	250	–	–	0.01%	244
2018 Q4	$66K	Hold	250	–	–	0.01%	247
2018 Q3	$69K	Sell	250 -50	-17%	-$13K	0.01%	257
2018 Q2	$71K	Hold	300	–	–	0.01%	247
2018 Q1	$66K	Hold	300	–	–	0.01%	250
2017 Q4	$68K	Buy	+300	New	+$63.9K	0.01%	267

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

1834 Investment Advisors's ELV Position: Q2 2022 in Review

1834 Investment Advisors sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 250 shares — an estimated $123K sold.

1834 Investment Advisors first reported a position in ELV in Q4 2017 and held it in 18 quarters. The position peaked at $179K in Q3 2021. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

1834 Investment Advisors reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 250 Elevance Health shares in Q2 2022, an estimated $123K.
1834 Investment Advisors first reported a position in Elevance Health in Q4 2017 and held it in 18 quarters.
1834 Investment Advisors's Elevance Health position peaked at $179K in Q3 2021.
1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.