EIP
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Ellis Investment Partners’s Elevance Health ELV Stock Holding History

Ellis Investment Partners’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
-5
Closed -$2K – 814
2021
Q4 		$2K Buy
+5
New +$2.1K ﹤0.01% 751

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Bank of America
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Baillie Gifford & Co
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Sanders Capital
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Ellis Investment Partners's ELV Position: Q1 2022 in Review

Ellis Investment Partners sold out of Elevance Health (ELV) in Q1 2022, closing a stake of 5 shares — an estimated $2K sold.

Ellis Investment Partners first reported a position in ELV in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 1,419 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

  • Ellis Investment Partners reported no remaining Elevance Health position as of Q1 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 5 Elevance Health shares in Q1 2022, an estimated $2K.
  • Ellis Investment Partners first reported a position in Elevance Health in Q4 2021 and held it in 1 quarter.
  • Ellis Investment Partners's Elevance Health position peaked at $2K in Q4 2021.
  • 1,419 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Ellis Investment Partners's 13F filing for Q1 2022, filed 3 May 2022.