AFS
ELV icon

Axiom Financial Strategies’s Elevance Health ELV Stock Holding History

Axiom Financial Strategies’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
-888
Closed -$403K – 45
2022
Q3 		$403K Hold
888
– – 0.21% 43
2022
Q2 		$429K Hold
888
– – 0.23% 45
2022
Q1 		$447K Hold
888
– – 0.23% 43
2021
Q4 		$412K Buy
888
+205
+30% +$86.2K 0.19% 45
2021
Q3 		$255K Hold
683
– – 0.12% 59
2021
Q2 		$261K Hold
683
– – 0.12% 55
2021
Q1 		$245K Buy
+683
New +$220K 0.12% 58

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Axiom Financial Strategies's ELV Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 888 shares — an estimated $403K sold.

Axiom Financial Strategies first reported a position in ELV in Q1 2021 and held it in 7 quarters. The position peaked at $447K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Axiom Financial Strategies reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 888 Elevance Health shares in Q4 2022, an estimated $403K.
  • Axiom Financial Strategies first reported a position in Elevance Health in Q1 2021 and held it in 7 quarters.
  • Axiom Financial Strategies's Elevance Health position peaked at $447K in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.