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Gyroscope Capital Management Group’s Elevance Health ELV Stock Holding History

Gyroscope Capital Management Group’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 		$218K Buy
+500
New +$227K 0.05% 203
2023
Q2 		– Sell
-600
Closed -$276K – 201
2023
Q1 		$276K Buy
+600
New +$286K 0.07% 147

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gyroscope Capital Management Group's ELV Position: Q3 2023 in Review

Gyroscope Capital Management Group opened a new position in Elevance Health (ELV) in Q3 2023: 500 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #203 among its holdings. This is a return to the name: Gyroscope Capital Management Group previously reported a position in ELV as recently as Q1 2023.

Gyroscope Capital Management Group first reported a position in ELV in Q1 2023 and has held it in 2 quarters since. The position peaked at $276K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • Gyroscope Capital Management Group held 500 shares of Elevance Health worth $218K as of Q3 2023.
  • Elevance Health was a new Gyroscope Capital Management Group position in Q3 2023.
  • Elevance Health made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #203 holding.
  • Gyroscope Capital Management Group first reported a position in Elevance Health in Q1 2023 and has held it in 2 quarters since.
  • Gyroscope Capital Management Group's Elevance Health position peaked at $276K in Q1 2023.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.