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Accuvest Global Advisors’s Elevance Health ELV Stock Holding History

Accuvest Global 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
Q3 		– Sell
-533
Closed -$257K – 106
2022
Q2 		$257K Sell
533
-40
-7% -$19.8K 0.17% 83
2022
Q1 		$281K Buy
+573
New +$262K 0.14% 84
2019
Q3 		– Sell
-2,367
Closed -$668K – 81
2019
Q2 		$668K Buy
+2,367
New +$647K 0.39% 52
2018
Q4 		– Sell
-2,964
Closed -$812K – 125
2018
Q3 		$812K Buy
2,964
+1,116
+60% +$290K 0.3% 56
2018
Q2 		$440K Buy
+1,848
New +$428K 0.17% 81

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Accuvest Global Advisors's ELV Position: Q3 2022 in Review

Accuvest Global Advisors sold out of Elevance Health (ELV) in Q3 2022, closing a stake of 533 shares — an estimated $257K sold.

Accuvest Global Advisors first reported a position in ELV in Q2 2018 and held it in 5 quarters. The position peaked at $812K in Q3 2018. 1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

  • Accuvest Global Advisors reported no remaining Elevance Health position as of Q3 2022 after selling out during the quarter.
  • Accuvest Global Advisors sold 533 Elevance Health shares in Q3 2022, an estimated $257K.
  • Accuvest Global Advisors first reported a position in Elevance Health in Q2 2018 and held it in 5 quarters.
  • Accuvest Global Advisors's Elevance Health position peaked at $812K in Q3 2018.
  • 1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Accuvest Global Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.