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Heritage Wealth Management (Arizona)’s Elevance Health ELV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$18.5K Buy
36
+32
+800% +$16.2K ﹤0.01% 679
2022
Q3 		$2K Buy
+4
New +$1.91K ﹤0.01% 869
2022
Q2 		– Sell
-10
Closed -$5K – 1009
2022
Q1 		$5K Buy
+10
New +$4.57K ﹤0.01% 794
2021
Q3 		$4K Hold
10
– – ﹤0.01% 751
2021
Q2 		$4K Hold
10
– – ﹤0.01% 769
2021
Q1 		$4K Buy
+10
New +$3.22K ﹤0.01% 661

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ELV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Elevance Health (ELV) stake by 800% in Q4 2022, buying an estimated $16.2K and bringing the position to 36 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Heritage Wealth Management (Arizona) first reported a position in ELV in Q1 2021 and has held it in 6 quarters since. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 36 shares of Elevance Health worth $18.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 32 Elevance Health shares in Q4 2022, an estimated $16.2K.
  • Elevance Health made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #679 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Elevance Health in Q1 2021 and has held it in 6 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.