Charles D. Hyman’s Elevance Health ELV Stock Holding History

Charles D. Hyman’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 Q2	$7.55M	Hold	13,928	–	–	0.42%	49
2024 Q1	$7.22M	Hold	13,928	–	–	0.4%	49
2023 Q4	$6.57M	Buy	13,928 +51	+0.4%	+$23.6K	0.39%	50
2023 Q3	$6.04M	Hold	13,877	–	–	0.39%	50
2023 Q2	$6.17M	Hold	13,877	–	–	0.39%	48
2023 Q1	$6.38M	Hold	13,877	–	–	0.43%	47
2022 Q4	$7.12M	Hold	13,877	–	–	0.49%	47
2022 Q3	$6.3M	Hold	13,877	–	–	0.48%	46
2022 Q2	$6.7M	Buy	13,877 +350	+3%	+$173K	0.49%	48
2022 Q1	$6.64M	Hold	13,527	–	–	0.42%	51
2021 Q4	$6.27M	Hold	13,527	–	–	0.4%	52
2021 Q3	$5.04M	Buy	13,527 +20	+0.1%	+$7.6K	0.35%	56
2021 Q2	$5.16M	Hold	13,507	–	–	0.36%	55
2021 Q1	$4.85M	Hold	13,507	–	–	0.36%	57
2020 Q4	$4.34M	Hold	13,507	–	–	0.35%	58
2020 Q3	$3.63M	Hold	13,507	–	–	0.32%	61
2020 Q2	$3.55M	Hold	13,507	–	–	0.34%	61
2020 Q1	$3.07M	Sell	13,507 -21	-0.2%	-$5.72K	0.39%	63
2019 Q4	$4.09M	Sell	13,528 -347	-3%	-$95.5K	0.4%	57
2019 Q3	$3.33M	Hold	13,875	–	–	0.35%	63
2019 Q2	$3.92M	Hold	13,875	–	–	0.41%	58
2019 Q1	$3.98M	Hold	13,875	–	–	0.41%	59
2018 Q4	$3.64M	Hold	13,875	–	–	0.43%	59
2018 Q3	$3.8M	Sell	13,875 -7	-0.1%	-$1.82K	0.39%	63
2018 Q2	$3.3M	Buy	13,882 +3	+0%	+$695	0.37%	65
2018 Q1	$3.05M	Hold	13,879	–	–	0.35%	66
2017 Q4	$3.12M	Hold	13,879	–	–	0.36%	65
2017 Q3	$2.63M	Buy	13,879 +81	+0.6%	+$15.4K	0.33%	66
2017 Q2	$2.6M	Hold	13,798	–	–	0.33%	65
2017 Q1	$2.28M	Hold	13,798	–	–	0.3%	70
2016 Q4	$1.98M	Buy	13,798 +55	+0.4%	+$7.36K	0.28%	73
2016 Q3	$1.72M	Hold	13,743	–	–	0.26%	78
2016 Q2	$1.8M	Hold	13,743	–	–	0.27%	73
2016 Q1	$1.91M	Buy	13,743 +18	+0.1%	+$2.4K	0.3%	68
2015 Q4	$1.91M	Hold	13,725	–	–	0.32%	67
2015 Q3	$1.92M	Sell	13,725 -1,275	-9%	-$192K	0.34%	66
2015 Q2	$2.46M	Hold	15,000	–	–	0.4%	64
2015 Q1	$2.32M	Hold	15,000	–	–	0.37%	64
2014 Q4	$1.89M	Hold	15,000	–	–	0.3%	69
2014 Q3	$1.79M	Hold	15,000	–	–	0.3%	67
2014 Q2	$1.61M	Hold	15,000	–	–	0.27%	74
2014 Q1	$1.49M	Hold	15,000	–	–	0.27%	74
2013 Q4	$1.39M	Hold	15,000	–	–	0.25%	80
2013 Q3	$1.25M	Hold	15,000	–	–	0.25%	81
2013 Q2	$1.23M	Buy	+15,000	New	+$1.12M	0.25%	79

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

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

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

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

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

Charles D. Hyman's ELV Position: Q2 2024 in Review

Charles D. Hyman held its Elevance Health (ELV) position steady in Q2 2024 at 13,928 shares worth $7.55M. The position accounts for 0.42% of the portfolio, ranked #49.

Charles D. Hyman first reported a position in ELV in Q2 2013 and has held it in 45 quarters since. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

Charles D. Hyman held 13,928 shares of Elevance Health worth $7.55M as of Q2 2024.
Charles D. Hyman left its Elevance Health share count unchanged in Q2 2024.
Elevance Health made up 0.42% of Charles D. Hyman's portfolio in Q2 2024, its #49 holding.
Charles D. Hyman first reported a position in Elevance Health in Q2 2013 and has held it in 45 quarters since.
1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.