First National Bank of South Miami’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$434K Buy
977
+2
+0.2% +$923 0.35% 66
2023
Q1
$448K Sell
975
-67
-6% -$31.9K 0.36% 67
2022
Q4
$535K Sell
1,042
-30
-3% -$15.2K 0.4% 66
2022
Q3
$487K Sell
1,072
-120
-10% -$57.4K 0.38% 68
2022
Q2
$575K Sell
1,192
-19
-2% -$9.4K 0.39% 68
2022
Q1
$595K Buy
1,211
+204
+20% +$93.2K 0.36% 72
2021
Q4
$467K Buy
1,007
+63
+7% +$26.5K 0.28% 82
2021
Q3
$352K Buy
944
+77
+9% +$29.3K 0.24% 93
2021
Q2
$331K Buy
867
+56
+7% +$21.4K 0.23% 95
2021
Q1
$291K Buy
811
+159
+24% +$51.1K 0.22% 96
2020
Q4
$209K Buy
652
+34
+6% +$10.4K 0.18% 104
2020
Q3
$166K Buy
618
+199
+47% +$53.5K 0.16% 111
2020
Q2
$110K Buy
419
+7
+2% +$1.87K 0.12% 134
2020
Q1
$94K Buy
412
+4
+1% +$1.09K 0.12% 129
2019
Q4
$123K Sell
408
-199
-33% -$54.8K 0.12% 129
2019
Q3
$159K Sell
607
-6
-1% -$1.64K 0.15% 122
2019
Q2
$181K Buy
613
+4
+0.7% +$1.09K 0.17% 112
2019
Q1
$175K Hold
609
0.17% 111
2018
Q4
$185K Buy
+609
New +$167K 0.18% 110

Other funds holding ELV

First National Bank of South Miami's ELV Position: Q2 2023 in Review

First National Bank of South Miami increased its Elevance Health (ELV) stake by 0.21% in Q2 2023, buying an estimated $923 and bringing the position to 977 shares worth $434K. The position accounts for 0.35% of the portfolio, ranked #66.

First National Bank of South Miami first reported a position in ELV in Q4 2018 and has held it in 19 quarters since. The position peaked at $595K in Q1 2022. 1,524 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

  • First National Bank of South Miami held 977 shares of Elevance Health worth $434K as of Q2 2023.
  • First National Bank of South Miami bought 2 Elevance Health shares in Q2 2023, an estimated $923.
  • Elevance Health made up 0.35% of First National Bank of South Miami's portfolio in Q2 2023, its #66 holding.
  • First National Bank of South Miami first reported a position in Elevance Health in Q4 2018 and has held it in 19 quarters since.
  • First National Bank of South Miami's Elevance Health position peaked at $595K in Q1 2022.
  • 1,524 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.