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Focus Financial Network’s Elevance Health ELV Stock Holding History

Focus Financial Network’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
2022
Q3 		– Sell
-573
Closed -$276K – 482
2022
Q2 		$276K Buy
573
+2
+0.4% +$989 0.02% 403
2022
Q1 		$281K Buy
+571
New +$261K 0.02% 416

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Focus Financial Network's ELV Position: Q3 2022 in Review

Focus Financial Network sold out of Elevance Health (ELV) in Q3 2022, closing a stake of 573 shares — an estimated $276K sold.

Focus Financial Network first reported a position in ELV in Q1 2022 and held it in 2 quarters. The position peaked at $281K in Q1 2022. 1,446 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

  • Focus Financial Network reported no remaining Elevance Health position as of Q3 2022 after selling out during the quarter.
  • Focus Financial Network sold 573 Elevance Health shares in Q3 2022, an estimated $276K.
  • Focus Financial Network first reported a position in Elevance Health in Q1 2022 and held it in 2 quarters.
  • Focus Financial Network's Elevance Health position peaked at $281K in Q1 2022.
  • 1,446 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Focus Financial Network's 13F filing for Q3 2022, filed 24 Jul 2024.