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Annapolis Financial Services’s Elevance Health ELV Stock Holding History

Annapolis Financial Services’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 		$1.97K Buy
4
+1
+33% +$534 ﹤0.01% 350
2024
Q2 		$1.51K Hold
3
– – ﹤0.01% 343
2024
Q1 		$1.45K Buy
+3
New +$1.49K ﹤0.01% 339
2022
Q2 		– Sell
-9
Closed -$4K – 460
2022
Q1 		$4K Buy
+9
New +$4.11K ﹤0.01% 357
2021
Q1 		– Sell
-873
Closed -$280K – 425
2020
Q4 		$280K Buy
+873
New +$268K 0.11% 81

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

Annapolis Financial Services's ELV Position: Q3 2024 in Review

Annapolis Financial Services increased its Elevance Health (ELV) stake by 33% in Q3 2024, buying an estimated $534 and bringing the position to 4 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Annapolis Financial Services first reported a position in ELV in Q4 2020 and has held it in 5 quarters since. The position peaked at $280K in Q4 2020. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Annapolis Financial Services held 4 shares of Elevance Health worth $1.97K as of Q3 2024.
  • Annapolis Financial Services bought 1 Elevance Health share in Q3 2024, an estimated $534.
  • Elevance Health made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #350 holding.
  • Annapolis Financial Services first reported a position in Elevance Health in Q4 2020 and has held it in 5 quarters since.
  • Annapolis Financial Services's Elevance Health position peaked at $280K in Q4 2020.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.