Capital World Investors

Capital World Investors’s Elevance Health ELV Stock Holding History

Capital World Investors’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
2022 Q4	–	Sell	-398,294	Closed	-$181M	–	544
2022 Q3	$181M	Buy	398,294 +83	+0%	+$39.7K	0.04%	280
2022 Q2	$192M	Buy	398,211 +10,100	+3%	+$5M	0.04%	278
2022 Q1	$191M	Buy	+388,111	New	+$177M	0.03%	302
2016 Q1	–	Sell	-1,840	Closed	-$257K	–	498
2015 Q4	$257K	Hold	1,840	–	–	﹤0.01%	517
2015 Q3	$258K	Hold	1,840	–	–	﹤0.01%	516
2015 Q2	$302K	Hold	1,840	–	–	﹤0.01%	525
2015 Q1	$284K	Hold	1,840	–	–	﹤0.01%	521
2014 Q4	$231K	Hold	1,840	–	–	﹤0.01%	526
2014 Q3	$220K	Hold	1,840	–	–	﹤0.01%	515
2014 Q2	$198K	Hold	1,840	–	–	﹤0.01%	514
2014 Q1	$183K	Sell	1,840 -1,998,160	-100%	-$181M	﹤0.01%	499
2013 Q4	$185M	Sell	2,000,000 -2,000,000	-50%	-$178M	0.05%	239
2013 Q3	$334M	Hold	4,000,000	–	–	0.1%	193
2013 Q2	$327M	Buy	+4,000,000	New	+$299M	0.11%	188

Other funds holding ELV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Baillie Gifford & Co

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