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Ahrens Investment Partners’s Elevance Health ELV Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$2.3K Buy
+5
New +$2.38K ﹤0.01% 872
2022
Q3 		– Sell
-5
Closed -$2K – 376
2022
Q2 		$2K Hold
5
– – ﹤0.01% 867
2022
Q1 		$2K Sell
5
-25
-83% -$11.4K ﹤0.01% 941
2021
Q4 		$14K Buy
+30
New +$12.6K 0.01% 661

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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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ahrens Investment Partners's ELV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Elevance Health (ELV) in Q1 2023: 5 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ELV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ELV in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q4 2021. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Ahrens Investment Partners held 5 shares of Elevance Health worth $2.3K as of Q1 2023.
  • Elevance Health was a new Ahrens Investment Partners position in Q1 2023.
  • Elevance Health made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #872 holding.
  • Ahrens Investment Partners first reported a position in Elevance Health in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Elevance Health position peaked at $14K in Q4 2021.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.