Halpern Financial’s Elevance Health ELV Stock Holding History

Halpern Financial’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 Q1	–	Sell	-1	Closed	-$513	–	187
2022 Q4	$513	Buy	+1	New	+$508	﹤0.01%	178

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Halpern Financial's ELV Position: Q1 2023 in Review

Halpern Financial sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 1 share — an estimated $513 sold.

Halpern Financial first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $513 in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

Halpern Financial reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
Halpern Financial sold 1 Elevance Health share in Q1 2023, an estimated $513.
Halpern Financial first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
Halpern Financial's Elevance Health position peaked at $513 in Q4 2022.
1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.