Doyle Wealth Management’s Elevance Health ELV Stock Holding History

Doyle Wealth Management’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 Q3	$537K	Buy	1,182 +61	+5%	+$29.2K	0.05%	128
2022 Q2	$541K	Sell	1,121 -1	-0.1%	-$495	0.04%	131
2022 Q1	$551K	Buy	1,122 +2	+0.2%	+$914	0.04%	148
2021 Q4	$519K	Hold	1,120	–	–	0.04%	140
2021 Q3	$417K	Buy	1,120 +1	+0.1%	+$380	0.03%	151
2021 Q2	$427K	Buy	1,119 +1	+0.1%	+$382	0.04%	152
2021 Q1	$401K	Buy	1,118 +485	+77%	+$156K	0.04%	155
2020 Q4	$203K	Buy	+633	New	+$194K	0.02%	206
2020 Q1	–	Sell	-671	Closed	-$203K	–	193
2019 Q4	$203K	Buy	+671	New	+$185K	0.03%	205
2019 Q3	–	Sell	-670	Closed	-$189K	–	349
2019 Q2	$189K	Buy	+670	New	+$183K	0.03%	196
2019 Q1	–	Sell	-666	Closed	-$175K	–	335
2018 Q4	$175K	Buy	+666	New	+$183K	0.03%	188

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Doyle Wealth Management's ELV Position: Q3 2022 in Review

Doyle Wealth Management increased its Elevance Health (ELV) stake by 5.4% in Q3 2022, buying an estimated $29.2K and bringing the position to 1,182 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #128.

Doyle Wealth Management first reported a position in ELV in Q4 2018 and has held it in 11 quarters since. The position peaked at $551K in Q1 2022. 1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

Doyle Wealth Management held 1,182 shares of Elevance Health worth $537K as of Q3 2022.
Doyle Wealth Management bought 61 Elevance Health shares in Q3 2022, an estimated $29.2K.
Elevance Health made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #128 holding.
Doyle Wealth Management first reported a position in Elevance Health in Q4 2018 and has held it in 11 quarters since.
Doyle Wealth Management's Elevance Health position peaked at $551K in Q1 2022.
1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.