First Personal Financial Services’s Elevance Health ELV Stock Holding History

First Personal Financial Services’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
2024 Q3	$520	Buy	+1	New	+$534	﹤0.01%	393
2020 Q1	–	Sell	-13	Closed	-$4K	–	367
2019 Q4	$4K	Buy	+13	New	+$3.58K	﹤0.01%	319
2018 Q2	–	Sell	-50	Closed	-$11K	–	741
2018 Q1	$11K	Buy	50 +6	+14%	+$1.41K	﹤0.01%	761
2017 Q4	$10K	Hold	44	–	–	﹤0.01%	777
2017 Q3	$8K	Sell	44 -80	-65%	-$15.2K	﹤0.01%	736
2017 Q2	$23K	Hold	124	–	–	0.01%	555
2017 Q1	$21K	Buy	124 +44	+55%	+$7K	0.01%	557
2016 Q4	$12K	Hold	80	–	–	﹤0.01%	666
2016 Q3	$10K	Sell	80 -140	-64%	-$18.1K	﹤0.01%	586
2016 Q2	$29K	Buy	220 +136	+162%	+$18.6K	0.01%	358
2016 Q1	$12K	Hold	84	–	–	0.01%	255
2015 Q4	$12K	Sell	84 -51	-38%	-$7.03K	0.01%	280
2015 Q3	$19K	Hold	135	–	–	0.01%	240
2015 Q2	$23K	Hold	135	–	–	0.01%	219
2015 Q1	$21K	Hold	135	–	–	0.01%	222
2014 Q4	$16K	Buy	+135	New	+$16.7K	0.01%	224

Other funds holding ELV

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

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's ELV Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Elevance Health (ELV) in Q3 2024: 1 share worth $520. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in ELV as recently as Q4 2019.

First Personal Financial Services first reported a position in ELV in Q4 2014 and has held it in 16 quarters since. The position peaked at $29K in Q2 2016. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

First Personal Financial Services held 1 share of Elevance Health worth $520 as of Q3 2024.
Elevance Health was a new First Personal Financial Services position in Q3 2024.
Elevance Health made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #393 holding.
First Personal Financial Services first reported a position in Elevance Health in Q4 2014 and has held it in 16 quarters since.
First Personal Financial Services's Elevance Health position peaked at $29K in Q2 2016.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.