Column Capital Advisors’s Elevance Health ELV Stock Holding History

Column Capital 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 Q3	$517K	Sell	1,187 -5	-0.4%	-$2.27K	0.08%	83
2023 Q2	$530K	Sell	1,192 -203	-15%	-$93.6K	0.07%	82
2023 Q1	$642K	Buy	1,395 +483	+53%	+$230K	0.1%	69
2022 Q4	$468K	Buy	912 +44	+5%	+$22.3K	0.08%	73
2022 Q3	$394K	Sell	868 -48	-5%	-$23K	0.08%	69
2022 Q2	$442K	Buy	916 +1	+0.1%	+$495	0.08%	65
2022 Q1	$450K	Buy	915 +71	+8%	+$32.5K	0.08%	72
2021 Q4	$391K	Buy	844 +4	+0.5%	+$1.68K	0.08%	84
2021 Q3	$313K	Sell	840 -21	-2%	-$7.98K	0.07%	91
2021 Q2	$329K	Hold	861	–	–	0.07%	81
2021 Q1	$309K	Hold	861	–	–	0.07%	84
2020 Q4	$276K	Sell	861 -71	-8%	-$21.8K	0.07%	86
2020 Q3	$251K	Hold	932	–	–	0.08%	76
2020 Q2	$245K	Buy	932 +19	+2%	+$5.07K	0.08%	75
2020 Q1	$207K	Buy	913 +54	+6%	+$14.7K	0.08%	70
2019 Q4	$259K	Buy	+859	New	+$236K	0.13%	70

Other funds holding ELV

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

BlackRock New York $5.7T 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 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

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return