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Axiom Advisory’s Elevance Health ELV Stock Holding History

Axiom Advisory’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 		$4.27M Buy
8,000
+125
+2% +$66.8K 0.04% 65
2024
Q2 		$4.16M Buy
+7,875
New +$4.16M 0.05% 63

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

Axiom Advisory's ELV Position: Q3 2024 in Review

Axiom Advisory increased its Elevance Health (ELV) stake by 1.6% in Q3 2024, buying an estimated $66.8K and bringing the position to 8,000 shares worth $4.27M. The position accounts for 0.04% of the portfolio, ranked #65.

Axiom Advisory first reported a position in ELV in Q2 2024 and has held it in 2 quarters since. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Axiom Advisory held 8,000 shares of Elevance Health worth $4.27M as of Q3 2024.
  • Axiom Advisory bought 125 Elevance Health shares in Q3 2024, an estimated $66.8K.
  • Elevance Health made up 0.04% of Axiom Advisory's portfolio in Q3 2024, its #65 holding.
  • Axiom Advisory first reported a position in Elevance Health in Q2 2024 and has held it in 2 quarters since.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.