Berman Capital Advisors’s Elevance Health ELV Stock Holding History

Berman Capital 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
2021 Q3	$379K	Buy	1,020 +425	+71%	+$162K	0.06%	165
2021 Q2	$226K	Buy	595 +120	+25%	+$45.9K	0.04%	211
2021 Q1	$170K	Sell	475 -55	-10%	-$17.7K	0.04%	213
2020 Q4	$169K	Buy	530 +161	+44%	+$49.4K	0.04%	188
2020 Q3	$99K	Buy	369 +77	+26%	+$20.7K	0.03%	228
2020 Q2	$76K	Sell	292 -87	-23%	-$23.2K	0.02%	262
2020 Q1	$85K	Sell	379 -152	-29%	-$41.4K	0.03%	222
2019 Q4	$160K	Buy	531 +34	+7%	+$9.36K	0.05%	163
2019 Q3	$119K	Buy	497 +66	+15%	+$18.1K	0.04%	189
2019 Q2	$121K	Buy	431 +30	+7%	+$8.2K	0.04%	184
2019 Q1	$115K	Buy	401 +102	+34%	+$29.5K	0.04%	177
2018 Q4	$78K	Buy	+299	New	+$82.2K	0.03%	206

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Berman Capital Advisors's ELV Position: Q3 2021 in Review

Berman Capital Advisors increased its Elevance Health (ELV) stake by 71% in Q3 2021, buying an estimated $162K and bringing the position to 1,020 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #165.

Berman Capital Advisors first reported a position in ELV in Q4 2018 and has held it in 12 quarters since. 1,215 funds tracked by Wall St. Rank hold ELV as of Q3 2021.

Berman Capital Advisors held 1,020 shares of Elevance Health worth $379K as of Q3 2021.
Berman Capital Advisors bought 425 Elevance Health shares in Q3 2021, an estimated $162K.
Elevance Health made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #165 holding.
Berman Capital Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 12 quarters since.
1,215 funds tracked by Wall St. Rank held Elevance Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.