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D'Orazio & Associates’s Elevance Health ELV Stock Holding History

D'Orazio & Associates’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
Q1 		– Sell
-434
Closed -$223K – 145
2022
Q4 		$223K Sell
434
-21
-5% -$10.7K 0.05% 127
2022
Q3 		$207K Buy
+455
New +$218K 0.06% 116
2021
Q4 		– Sell
-58
Closed -$22K – 281
2021
Q3 		$22K Buy
+58
New +$22K 0.01% 365
2016
Q1 		– Sell
-31
Closed -$4K – 300
2015
Q4 		$4K Hold
31
– – ﹤0.01% 219
2015
Q3 		$4K Buy
+31
New +$4.66K ﹤0.01% 246

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's ELV Position: Q1 2023 in Review

D'Orazio & Associates sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 434 shares — an estimated $223K sold.

D'Orazio & Associates first reported a position in ELV in Q3 2015 and held it in 5 quarters. The position peaked at $223K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • D'Orazio & Associates reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • D'Orazio & Associates sold 434 Elevance Health shares in Q1 2023, an estimated $223K.
  • D'Orazio & Associates first reported a position in Elevance Health in Q3 2015 and held it in 5 quarters.
  • D'Orazio & Associates's Elevance Health position peaked at $223K in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on D'Orazio & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.