EWA
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Evolution Wealth Advisors’s Elevance Health ELV Stock Holding History

Evolution 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
2021
Q4 		– Sell
-43
Closed -$16K – 301
2021
Q3 		$16K Sell
43
-55
-56% -$20.9K ﹤0.01% 343
2021
Q2 		$37K Sell
98
-6
-6% -$2.29K 0.01% 234
2021
Q1 		$37K Hold
104
– – 0.01% 225
2020
Q4 		$33K Sell
104
-11
-10% -$3.38K 0.01% 213
2020
Q3 		$31K Hold
115
– – 0.01% 226
2020
Q2 		$30K Buy
115
+1
+0.9% +$267 0.01% 173
2020
Q1 		$26K Sell
114
-47
-29% -$12.8K 0.01% 138
2019
Q4 		$49K Buy
161
+146
+973% +$40.2K 0.01% 149
2019
Q3 		$4K Sell
15
-180
-92% -$49.3K ﹤0.01% 309
2019
Q2 		$55K Buy
+195
New +$53.3K 0.02% 79

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Evolution Wealth Advisors's ELV Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Elevance Health (ELV) in Q4 2021, closing a stake of 43 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in ELV in Q2 2019 and held it in 10 quarters. The position peaked at $55K in Q2 2019. 1,372 funds tracked by Wall St. Rank hold ELV as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Elevance Health position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 43 Elevance Health shares in Q4 2021, an estimated $16K.
  • Evolution Wealth Advisors first reported a position in Elevance Health in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Elevance Health position peaked at $55K in Q2 2019.
  • 1,372 funds tracked by Wall St. Rank held Elevance Health as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.