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Almanack Investment Partners’s Elevance Health ELV Stock Holding History

Almanack 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
2022
Q4 		– Sell
-55
Closed -$25K – 459
2022
Q3 		$25K Buy
+55
New +$26.3K ﹤0.01% 342
2020
Q4 		– Sell
-1,691
Closed -$556K – 414
2020
Q3 		$556K Buy
+1,691
New +$455K 0.07% 189

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Almanack Investment Partners's ELV Position: Q4 2022 in Review

Almanack Investment Partners sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 55 shares — an estimated $25K sold.

Almanack Investment Partners first reported a position in ELV in Q3 2020 and held it in 2 quarters. The position peaked at $556K in Q3 2020. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Almanack Investment Partners reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 55 Elevance Health shares in Q4 2022, an estimated $25K.
  • Almanack Investment Partners first reported a position in Elevance Health in Q3 2020 and held it in 2 quarters.
  • Almanack Investment Partners's Elevance Health position peaked at $556K in Q3 2020.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.