Altium Wealth Management’s Elevance Health ELV Stock Holding History

Altium Wealth Management’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 Q2	$935K	Buy	1,938 +718	+59%	+$355K	0.07%	167
2022 Q1	$599K	Sell	1,220 -44	-3%	-$20.1K	0.04%	233
2021 Q4	$586K	Buy	1,264 +209	+20%	+$87.9K	0.04%	218
2021 Q3	$393K	Sell	1,055 -35	-3%	-$13.3K	0.03%	268
2021 Q2	$416K	Sell	1,090 -34	-3%	-$13K	0.03%	257
2021 Q1	$403K	Buy	1,124 +56	+5%	+$18K	0.03%	257
2020 Q4	$343K	Buy	1,068 +153	+17%	+$47K	0.03%	262
2020 Q3	$246K	Buy	915 +38	+4%	+$10.2K	0.03%	294
2020 Q2	$231K	Sell	877 -35	-4%	-$9.34K	0.03%	293
2020 Q1	$207K	Buy	912 +130	+17%	+$35.4K	0.03%	293
2019 Q4	$236K	Buy	+782	New	+$215K	0.03%	245
2019 Q3	–	Sell	-729	Closed	-$206K	–	290
2019 Q2	$206K	Sell	729 -24	-3%	-$6.56K	0.03%	259
2019 Q1	$216K	Buy	+753	New	+$218K	0.03%	252

Other funds holding ELV

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Altium Wealth Management's ELV Position: Q2 2022 in Review

Altium Wealth Management increased its Elevance Health (ELV) stake by 59% in Q2 2022, buying an estimated $355K and bringing the position to 1,938 shares worth $935K. The position accounts for 0.07% of the portfolio, ranked #167.

Altium Wealth Management first reported a position in ELV in Q1 2019 and has held it in 13 quarters since. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

Altium Wealth Management held 1,938 shares of Elevance Health worth $935K as of Q2 2022.
Altium Wealth Management bought 718 Elevance Health shares in Q2 2022, an estimated $355K.
Elevance Health made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #167 holding.
Altium Wealth Management first reported a position in Elevance Health in Q1 2019 and has held it in 13 quarters since.
1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.