AIA
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Alera Investment Advisors’s Elevance Health ELV Stock Holding History

Alera 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 		$344K Buy
661
+104
+19% +$55.6K 0.04% 189
2024
Q2 		$302K Buy
+557
New +$294K 0.04% 192
2019
Q2 		– Sell
-58
Closed -$17K – 349
2019
Q1 		$17K Sell
58
-28
-33% -$8.1K 0.01% 331
2018
Q4 		$23K Buy
+86
New +$23.6K 0.01% 258

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Alera Investment Advisors increased its Elevance Health (ELV) stake by 19% in Q3 2024, buying an estimated $55.6K and bringing the position to 661 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #189.

Alera Investment Advisors first reported a position in ELV in Q4 2018 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Alera Investment Advisors held 661 shares of Elevance Health worth $344K as of Q3 2024.
  • Alera Investment Advisors bought 104 Elevance Health shares in Q3 2024, an estimated $55.6K.
  • Elevance Health made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #189 holding.
  • Alera Investment Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 4 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.