Gilbert & Cook’s Elevance Health ELV Stock Holding History

Gilbert & Cook’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 Q3	–	Sell	-559	Closed	-$248K	–	222
2023 Q2	$248K	Buy	+559	New	+$258K	0.04%	190

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Gilbert & Cook's ELV Position: Q3 2023 in Review

Gilbert & Cook sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 559 shares — an estimated $248K sold.

Gilbert & Cook first reported a position in ELV in Q2 2023 and held it in 1 quarter. The position peaked at $248K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

Gilbert & Cook reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
Gilbert & Cook sold 559 Elevance Health shares in Q3 2023, an estimated $248K.
Gilbert & Cook first reported a position in Elevance Health in Q2 2023 and held it in 1 quarter.
Gilbert & Cook's Elevance Health position peaked at $248K in Q2 2023.
1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Gilbert & Cook's 13F filing for Q3 2023, filed 2 Nov 2023.