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Impact Partnership Wealth’s Elevance Health ELV Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-1
Closed -$472 – 755
2023
Q4 		$472 Sell
1
-9
-90% -$4.16K ﹤0.01% 795
2023
Q3 		$4.35K Sell
10
-630
-98% -$286K ﹤0.01% 710
2023
Q2 		$284K Buy
+640
New +$295K 0.1% 144

Other funds holding ELV

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Impact Partnership Wealth's ELV Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 1 share — an estimated $472 sold.

Impact Partnership Wealth first reported a position in ELV in Q2 2023 and held it in 3 quarters. The position peaked at $284K in Q2 2023. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 Elevance Health share in Q1 2024, an estimated $472.
  • Impact Partnership Wealth first reported a position in Elevance Health in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Elevance Health position peaked at $284K in Q2 2023.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.