EVM
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Evelyn V. Moreno’s Elevance Health ELV Stock Holding History

Evelyn V. Moreno’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
-1,099
Closed -$564K – 142
2022
Q4 		$564K Hold
1,099
– – 0.13% 86
2022
Q3 		$499K Sell
1,099
-150
-12% -$71.8K 0.23% 78
2022
Q2 		$603K Buy
+1,249
New +$618K 0.14% 74

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

Evelyn V. Moreno's ELV Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 1,099 shares — an estimated $564K sold.

Evelyn V. Moreno first reported a position in ELV in Q2 2022 and held it in 3 quarters. The position peaked at $603K in Q2 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Evelyn V. Moreno reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 1,099 Elevance Health shares in Q1 2023, an estimated $564K.
  • Evelyn V. Moreno first reported a position in Elevance Health in Q2 2022 and held it in 3 quarters.
  • Evelyn V. Moreno's Elevance Health position peaked at $603K in Q2 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.