AIMZ Investment Advisors’s Elevance Health ELV Stock Holding History

AIMZ 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
2024 Q3	–	Sell	-389	Closed	-$211K	–	125
2024 Q2	$211K	Sell	389 -15	-4%	-$7.93K	0.08%	113
2024 Q1	$209K	Sell	404 -45	-10%	-$22.4K	0.08%	114
2023 Q4	$212K	Buy	+449	New	+$208K	0.09%	110
2023 Q3	–	Sell	-456	Closed	-$203K	–	113
2023 Q2	$203K	Hold	456	–	–	0.09%	112
2023 Q1	$210K	Sell	456 -53	-10%	-$25.2K	0.09%	108
2022 Q4	$261K	Hold	509	–	–	0.12%	99
2022 Q3	$231K	Sell	509 -13	-2%	-$6.22K	0.12%	100
2022 Q2	$252K	Sell	522 -53	-9%	-$26.2K	0.12%	98
2022 Q1	$282K	Sell	575 -15	-3%	-$6.86K	0.12%	105
2021 Q4	$273K	Hold	590	–	–	0.11%	102
2021 Q3	$220K	Hold	590	–	–	0.1%	108
2021 Q2	$225K	Sell	590 -10	-2%	-$3.82K	0.1%	108
2021 Q1	$215K	Buy	+600	New	+$193K	0.11%	103
2016 Q2	–	Sell	-1,300	Closed	-$201K	–	95
2016 Q1	$201K	Buy	+1,300	New	+$174K	0.09%	105
2015 Q2	–	Sell	-1,300	Closed	-$201K	–	97
2015 Q1	$201K	Buy	+1,300	New	+$185K	0.17%	94

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMZ Investment Advisors's ELV Position: Q3 2024 in Review

AIMZ Investment Advisors sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 389 shares — an estimated $211K sold.

AIMZ Investment Advisors first reported a position in ELV in Q1 2015 and held it in 15 quarters. The position peaked at $282K in Q1 2022. 1,694 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

AIMZ Investment Advisors reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
AIMZ Investment Advisors sold 389 Elevance Health shares in Q3 2024, an estimated $211K.
AIMZ Investment Advisors first reported a position in Elevance Health in Q1 2015 and held it in 15 quarters.
AIMZ Investment Advisors's Elevance Health position peaked at $282K in Q1 2022.
1,694 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on AIMZ Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.