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Brasada Capital Management’s Elevance Health ELV Stock Holding History

Brasada Capital Management’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
Q1 		– Sell
-1,500
Closed -$769K – 138
2022
Q4 		$769K Buy
+1,500
New +$762K 0.18% 82

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Geode Capital Management
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Sanders Capital
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Ameriprise
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Brasada Capital Management's ELV Position: Q1 2023 in Review

Brasada Capital Management sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 1,500 shares — an estimated $769K sold.

Brasada Capital Management first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $769K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Brasada Capital Management reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Brasada Capital Management sold 1,500 Elevance Health shares in Q1 2023, an estimated $769K.
  • Brasada Capital Management first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
  • Brasada Capital Management's Elevance Health position peaked at $769K in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Brasada Capital Management's 13F filing for Q1 2023, filed 15 May 2023.