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Cornerstone Advisory’s Elevance Health ELV Stock Holding History

Cornerstone Advisory’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
2022
Q1 		– Sell
-30
Closed -$14K – 369
2021
Q4 		$14K Buy
+30
New +$12.6K ﹤0.01% 569

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Cornerstone Advisory's ELV Position: Q1 2022 in Review

Cornerstone Advisory sold out of Elevance Health (ELV) in Q1 2022, closing a stake of 30 shares — an estimated $14K sold.

Cornerstone Advisory first reported a position in ELV in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,419 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

  • Cornerstone Advisory reported no remaining Elevance Health position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 30 Elevance Health shares in Q1 2022, an estimated $14K.
  • Cornerstone Advisory first reported a position in Elevance Health in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Elevance Health position peaked at $14K in Q4 2021.
  • 1,419 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.