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Bridges Investment Management’s Elevance Health ELV Stock Holding History

Bridges Investment 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
2024
Q1 		– Sell
-533
Closed -$251K – 205
2023
Q4 		$251K Buy
+533
New +$246K 0.01% 192
2023
Q2 		– Sell
-1,425
Closed -$655K – 206
2023
Q1 		$655K Hold
1,425
– – 0.02% 162
2022
Q4 		$731K Hold
1,425
– – 0.03% 162
2022
Q3 		$647K Hold
1,425
– – 0.02% 163
2022
Q2 		$688K Hold
1,425
– – 0.03% 163
2022
Q1 		$700K Sell
1,425
-75
-5% -$34.3K 0.02% 165
2021
Q4 		$696K Hold
1,500
– – 0.02% 168
2021
Q3 		$559K Hold
1,500
– – 0.02% 172
2021
Q2 		$573K Hold
1,500
– – 0.02% 170
2021
Q1 		$538K Sell
1,500
-200
-12% -$64.3K 0.02% 172
2020
Q4 		$546K Sell
1,700
-617
-27% -$189K 0.02% 163
2020
Q3 		$622K Hold
2,317
– – 0.02% 156
2020
Q2 		$609K Sell
2,317
-50
-2% -$13.3K 0.02% 157
2020
Q1 		$537K Buy
2,367
+117
+5% +$31.9K 0.02% 166
2019
Q4 		$680K Sell
2,250
-200
-8% -$55K 0.03% 175
2019
Q3 		$588K Hold
2,450
– – 0.02% 266
2019
Q2 		$692K Hold
2,450
– – 0.03% 247
2019
Q1 		$703K Hold
2,450
– – 0.03% 226
2018
Q4 		$644K Buy
2,450
+274
+13% +$75.3K 0.03% 228
2018
Q3 		$596K Buy
2,176
+500
+30% +$130K 0.03% 188
2018
Q2 		$399K Hold
1,676
– – 0.02% 211
2018
Q1 		$369K Buy
1,676
+676
+68% +$159K 0.02% 215
2017
Q4 		$225K Buy
+1,000
New +$213K 0.02% 186

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bridges Investment Management's ELV Position: Q1 2024 in Review

Bridges Investment Management sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 533 shares — an estimated $251K sold.

Bridges Investment Management first reported a position in ELV in Q4 2017 and held it in 23 quarters. The position peaked at $731K in Q4 2022. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Bridges Investment Management reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Bridges Investment Management sold 533 Elevance Health shares in Q1 2024, an estimated $251K.
  • Bridges Investment Management first reported a position in Elevance Health in Q4 2017 and held it in 23 quarters.
  • Bridges Investment Management's Elevance Health position peaked at $731K in Q4 2022.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Bridges Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.