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Delos Wealth Advisors’s Elevance Health ELV Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-2
Closed -$944 – 382
2023
Q4 		$944 Hold
2
– – ﹤0.01% 193
2023
Q3 		$885 Hold
2
– – ﹤0.01% 234
2023
Q2 		$889 Hold
2
– – ﹤0.01% 228
2023
Q1 		$920 Hold
2
– – ﹤0.01% 233
2022
Q4 		$1.03K Hold
2
– – ﹤0.01% 234
2022
Q3 		$1K Buy
+2
New +$957 ﹤0.01% 230

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Delos Wealth Advisors's ELV Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 2 shares — an estimated $944 sold.

Delos Wealth Advisors first reported a position in ELV in Q3 2022 and held it in 6 quarters. The position peaked at $1.03K in Q4 2022. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 2 Elevance Health shares in Q1 2024, an estimated $944.
  • Delos Wealth Advisors first reported a position in Elevance Health in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Elevance Health position peaked at $1.03K in Q4 2022.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.