Fir Tree Capital Management’s Elevance Health ELV Stock Holding History

Fir Tree Capital 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
2021 Q4	–	Sell	-60,932	Closed	-$22.7M	–	728
2021 Q3	$22.7M	Sell	60,932 -2,268	-4%	-$862K	0.77%	24
2021 Q2	$24.1M	Sell	63,200 -64,870	-51%	-$24.8M	0.91%	21
2021 Q1	$46M	Sell	128,070 -6,682	-5%	-$2.15M	1.84%	10
2020 Q4	$43.3M	Buy	134,752 +66,387	+97%	+$20.4M	2.1%	14
2020 Q3	$18.4M	Sell	68,365 -4,557	-6%	-$1.23M	0.93%	28
2020 Q2	$19.2M	Sell	72,922 -83,364	-53%	-$22.2M	1.49%	18
2020 Q1	$35.5M	Buy	156,286 +84,964	+119%	+$23.2M	3.13%	11
2019 Q4	$21.5M	Buy	71,322 +36,389	+104%	+$10M	2.13%	15
2019 Q3	$8.39M	Buy	+34,933	New	+$9.57M	0.82%	27

Other funds holding ELV

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

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

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

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

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fir Tree Capital Management's ELV Position: Q4 2021 in Review

Fir Tree Capital Management sold out of Elevance Health (ELV) in Q4 2021, closing a stake of 60,932 shares — an estimated $22.7M sold.

Fir Tree Capital Management first reported a position in ELV in Q3 2019 and held it in 9 quarters. The position peaked at $46M in Q1 2021. 1,372 funds tracked by Wall St. Rank hold ELV as of Q4 2021.

Fir Tree Capital Management reported no remaining Elevance Health position as of Q4 2021 after selling out during the quarter.
Fir Tree Capital Management sold 60,932 Elevance Health shares in Q4 2021, an estimated $22.7M.
Fir Tree Capital Management first reported a position in Elevance Health in Q3 2019 and held it in 9 quarters.
Fir Tree Capital Management's Elevance Health position peaked at $46M in Q1 2021.
1,372 funds tracked by Wall St. Rank held Elevance Health as of Q4 2021.

Based on Fir Tree Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.