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Girard Partners’s Elevance Health ELV Stock Holding History

Girard Partners’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
Q2 		$271K Sell
501
-11
-2% -$5.81K 0.03% 229
2024
Q1 		$265K Buy
+512
New +$255K 0.03% 235
2018
Q4 		– Sell
-168
Closed -$46K – 396
2018
Q3 		$46K Buy
+168
New +$43.6K 0.01% 464

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Girard Partners's ELV Position: Q2 2024 in Review

Girard Partners reduced its Elevance Health (ELV) stake by 2.1% in Q2 2024, selling an estimated $5.81K and leaving 501 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #229.

Girard Partners first reported a position in ELV in Q3 2018 and has held it in 3 quarters since. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Girard Partners held 501 shares of Elevance Health worth $271K as of Q2 2024.
  • Girard Partners sold 11 Elevance Health shares in Q2 2024, an estimated $5.81K.
  • Elevance Health made up 0.03% of Girard Partners's portfolio in Q2 2024, its #229 holding.
  • Girard Partners first reported a position in Elevance Health in Q3 2018 and has held it in 3 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.