Capital World Investors
ELV icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors's ELV Position: Q4 2022 in Review

Capital World Investors sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 398,294 shares — an estimated $181M sold.

Capital World Investors first reported a position in ELV in Q2 2013 and held it in 14 quarters. The position peaked at $334M in Q3 2013. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Capital World Investors reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • Capital World Investors sold 398,294 Elevance Health shares in Q4 2022, an estimated $181M.
  • Capital World Investors first reported a position in Elevance Health in Q2 2013 and held it in 14 quarters.
  • Capital World Investors's Elevance Health position peaked at $334M in Q3 2013.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Capital World Investors's 13F filing for Q4 2022, filed 14 Feb 2023.