Brophy Wealth Management’s Elevance Health ELV Stock Holding History

Brophy Wealth 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 Q3	$200K	Buy	+385	New	+$206K	0.07%	210

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brophy Wealth Management's ELV Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Elevance Health (ELV) in Q3 2024: 385 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings.

1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

Brophy Wealth Management held 385 shares of Elevance Health worth $200K as of Q3 2024.
Elevance Health was a new Brophy Wealth Management position in Q3 2024.
Elevance Health made up 0.07% of Brophy Wealth Management's portfolio in Q3 2024, its #210 holding.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.