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AAFMAA Wealth Management & Trust’s Elevance Health ELV Stock Holding History

AAFMAA Wealth Management & Trust’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
Q4 		– Sell
-4,000
Closed -$1.82M – 55
2022
Q3 		$1.82M Buy
+4,000
New +$1.91M 1.34% 33

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AAFMAA Wealth Management & Trust's ELV Position: Q4 2022 in Review

AAFMAA Wealth Management & Trust sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 4,000 shares — an estimated $1.82M sold.

AAFMAA Wealth Management & Trust first reported a position in ELV in Q3 2022 and held it in 1 quarter. The position peaked at $1.82M in Q3 2022. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • AAFMAA Wealth Management & Trust reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 4,000 Elevance Health shares in Q4 2022, an estimated $1.82M.
  • AAFMAA Wealth Management & Trust first reported a position in Elevance Health in Q3 2022 and held it in 1 quarter.
  • AAFMAA Wealth Management & Trust's Elevance Health position peaked at $1.82M in Q3 2022.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2022, filed 27 Jan 2023.