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Centerpoint Advisors’s Elevance Health ELV Stock Holding History

Centerpoint Advisors’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
2023
Q4 		– Sell
-3
Closed -$1K – 479
2023
Q3 		$1K Hold
3
– – ﹤0.01% 490
2023
Q2 		$1K Hold
3
– – ﹤0.01% 495
2023
Q1 		$1K Buy
+3
New +$1.43K ﹤0.01% 489

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Centerpoint Advisors's ELV Position: Q4 2023 in Review

Centerpoint Advisors sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 3 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in ELV in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

  • Centerpoint Advisors reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 3 Elevance Health shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Elevance Health in Q1 2023 and held it in 3 quarters.
  • Centerpoint Advisors's Elevance Health position peaked at $1K in Q3 2023.
  • 1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.