Carmichael Hill & Associates’s Elevance Health ELV Stock Holding History

Carmichael Hill & Associates’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	$23.4K	Hold	45	–	–	0.01%	484
2024 Q2	$24.4K	Hold	45	–	–	0.01%	451
2024 Q1	$23.3K	Hold	45	–	–	0.01%	451
2023 Q4	$21.2K	Hold	45	–	–	0.01%	464
2023 Q3	$19.6K	Hold	45	–	–	0.01%	464
2023 Q2	$20K	Hold	45	–	–	0.01%	468
2023 Q1	$20.7K	Hold	45	–	–	0.01%	448
2022 Q4	$23.1K	Hold	45	–	–	0.01%	443
2022 Q3	$20K	Hold	45	–	–	0.01%	470
2022 Q2	$22K	Hold	45	–	–	0.01%	449
2022 Q1	$22K	Hold	45	–	–	0.01%	483
2021 Q4	$21K	Hold	45	–	–	0.01%	514
2021 Q3	$17K	Hold	45	–	–	0.01%	531
2021 Q2	$17K	Sell	45 -2	-4%	-$764	0.01%	534
2021 Q1	$17K	Hold	47	–	–	0.01%	517
2020 Q4	$15K	Hold	47	–	–	0.01%	510
2020 Q3	$13K	Buy	47 +11	+31%	+$2.96K	0.01%	486
2020 Q2	$9K	Hold	36	–	–	0.01%	505
2020 Q1	$8K	Hold	36	–	–	0.01%	488
2019 Q4	$11K	Buy	+36	New	+$9.91K	0.01%	472

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

Carmichael Hill & Associates's ELV Position: Q3 2024 in Review

Carmichael Hill & Associates held its Elevance Health (ELV) position steady in Q3 2024 at 45 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #484.

Carmichael Hill & Associates first reported a position in ELV in Q4 2019 and has held it in 20 quarters since. The position peaked at $24.4K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

Carmichael Hill & Associates held 45 shares of Elevance Health worth $23.4K as of Q3 2024.
Carmichael Hill & Associates left its Elevance Health share count unchanged in Q3 2024.
Elevance Health made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #484 holding.
Carmichael Hill & Associates first reported a position in Elevance Health in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Elevance Health position peaked at $24.4K in Q2 2024.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.