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First Capital Advisors Group’s Elevance Health ELV Stock Holding History

First Capital Advisors Group’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
Q2 		$115K Buy
+258
New +$119K 0.06% 198
2018
Q2 		– Sell
-116
Closed -$25K – 333
2018
Q1 		$25K Buy
+116
New +$27.2K 0.01% 382

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

First Capital Advisors Group's ELV Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Elevance Health (ELV) in Q2 2023: 258 shares worth $115K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in ELV as recently as Q1 2018.

First Capital Advisors Group first reported a position in ELV in Q1 2018 and has held it in 2 quarters since. 1,523 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

  • First Capital Advisors Group held 258 shares of Elevance Health worth $115K as of Q2 2023.
  • Elevance Health was a new First Capital Advisors Group position in Q2 2023.
  • Elevance Health made up 0.06% of First Capital Advisors Group's portfolio in Q2 2023, its #198 holding.
  • First Capital Advisors Group first reported a position in Elevance Health in Q1 2018 and has held it in 2 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.