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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Column Capital Advisors's ELV Position: Q3 2023 in Review

Column Capital Advisors reduced its Elevance Health (ELV) stake by 0.42% in Q3 2023, selling an estimated $2.27K and leaving 1,187 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #83.

Column Capital Advisors first reported a position in ELV in Q4 2019 and has held it in 16 quarters since. The position peaked at $642K in Q1 2023. 1,526 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • Column Capital Advisors held 1,187 shares of Elevance Health worth $517K as of Q3 2023.
  • Column Capital Advisors sold 5 Elevance Health shares in Q3 2023, an estimated $2.27K.
  • Elevance Health made up 0.08% of Column Capital Advisors's portfolio in Q3 2023, its #83 holding.
  • Column Capital Advisors first reported a position in Elevance Health in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Elevance Health position peaked at $642K in Q1 2023.
  • 1,526 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.