Bill Gates’s Elevance Health ELV Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-8,500	Closed	-$3.7M	–	39
2023 Q3	$3.7M	Buy	+8,500	New	+$3.86M	0.01%	38

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bill Gates's ELV Position: Q4 2023 in Review

Bill Gates sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 8,500 shares — an estimated $3.7M sold.

Bill Gates first reported a position in ELV in Q3 2023 and held it in 1 quarter. The position peaked at $3.7M in Q3 2023. 1,656 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

Bill Gates reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 8,500 Elevance Health shares in Q4 2023, an estimated $3.7M.
Bill Gates first reported a position in Elevance Health in Q3 2023 and held it in 1 quarter.
Bill Gates's Elevance Health position peaked at $3.7M in Q3 2023.
1,656 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.