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Beaumont Financial Advisors’s Elevance Health ELV Stock Holding History

Beaumont Financial Advisors’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
-1,049
Closed -$477K – 325
2022
Q3 		$477K Sell
1,049
-52
-5% -$24.9K 0.05% 175
2022
Q2 		$531K Sell
1,101
-6
-0.5% -$2.97K 0.05% 171
2022
Q1 		$544K Buy
1,107
+16
+1% +$7.31K 0.04% 197
2021
Q4 		$506K Buy
1,091
+25
+2% +$10.5K 0.04% 209
2021
Q3 		$397K Hold
1,066
– – 0.03% 239
2021
Q2 		$407K Sell
1,066
-45
-4% -$17.2K 0.03% 248
2021
Q1 		$399K Sell
1,111
-3
-0.3% -$965 0.03% 225
2020
Q4 		$358K Buy
1,114
+6
+0.5% +$1.84K 0.03% 239
2020
Q3 		$298K Sell
1,108
-94
-8% -$25.3K 0.03% 262
2020
Q2 		$316K Buy
1,202
+3
+0.3% +$800 0.03% 225
2020
Q1 		$272K Sell
1,199
-4
-0.3% -$1.09K 0.03% 201
2019
Q4 		$363K Buy
1,203
+257
+27% +$70.7K 0.04% 207
2019
Q3 		$227K Buy
946
+1
+0.1% +$274 0.02% 247
2019
Q2 		$267K Buy
945
+170
+22% +$46.4K 0.03% 205
2019
Q1 		$222K Buy
+775
New +$224K 0.02% 213

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

Beaumont Financial Advisors's ELV Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 1,049 shares — an estimated $477K sold.

Beaumont Financial Advisors first reported a position in ELV in Q1 2019 and held it in 15 quarters. The position peaked at $544K in Q1 2022. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,049 Elevance Health shares in Q4 2022, an estimated $477K.
  • Beaumont Financial Advisors first reported a position in Elevance Health in Q1 2019 and held it in 15 quarters.
  • Beaumont Financial Advisors's Elevance Health position peaked at $544K in Q1 2022.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.