ARC
ELV icon

Advisor Resource Council’s Elevance Health ELV Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-593
Closed -$280K – 317
2023
Q4 		$280K Buy
+593
New +$274K 0.03% 359
2022
Q3 		– Sell
-862
Closed -$416K – 247
2022
Q2 		$416K Buy
+862
New +$426K 0.04% 311
2022
Q1 		– Sell
-446
Closed -$207K – 303
2021
Q4 		$207K Buy
+446
New +$188K 0.02% 548

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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisor Resource Council's ELV Position: Q1 2024 in Review

Advisor Resource Council sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 593 shares — an estimated $280K sold.

Advisor Resource Council first reported a position in ELV in Q4 2021 and held it in 3 quarters. The position peaked at $416K in Q2 2022. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Advisor Resource Council reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 593 Elevance Health shares in Q1 2024, an estimated $280K.
  • Advisor Resource Council first reported a position in Elevance Health in Q4 2021 and held it in 3 quarters.
  • Advisor Resource Council's Elevance Health position peaked at $416K in Q2 2022.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.