AJOVista’s Elevance Health ELV Stock Holding History

AJOVista’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	-231	Closed	-$109K	–	180
2023 Q4	$109K	Buy	+231	New	+$107K	0.14%	162

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

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

AJOVista's ELV Position: Q1 2024 in Review

AJOVista sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 231 shares — an estimated $109K sold.

AJOVista first reported a position in ELV in Q4 2023 and held it in 1 quarter. The position peaked at $109K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

AJOVista reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
AJOVista sold 231 Elevance Health shares in Q1 2024, an estimated $109K.
AJOVista first reported a position in Elevance Health in Q4 2023 and held it in 1 quarter.
AJOVista's Elevance Health position peaked at $109K in Q4 2023.
1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.