IndexIQ Advisors’s Elevance Health ELV Stock Holding History

IndexIQ Advisors’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 Q1	$5.47M	Buy	11,139 +6,790	+156%	+$3.1M	0.19%	99
2021 Q4	$2.02M	Sell	4,349 -153	-3%	-$64.4K	0.07%	228
2021 Q3	$1.68M	Buy	4,502 +196	+5%	+$74.5K	0.06%	248
2021 Q2	$1.64M	Buy	4,306 +13	+0.3%	+$4.97K	0.06%	233
2021 Q1	$1.54M	Sell	4,293 -7,569	-64%	-$2.43M	0.05%	227
2020 Q4	$3.81M	Buy	11,862 +3,520	+42%	+$1.08M	0.14%	104
2020 Q3	$2.24M	Sell	8,342 -43	-0.5%	-$11.6K	0.09%	163
2020 Q2	$2.21M	Buy	+8,385	New	+$2.24M	0.1%	155
2019 Q1	–	Sell	-31,836	Closed	-$8.36M	–	604
2018 Q4	$8.36M	Buy	31,836 +11,534	+57%	+$3.17M	0.23%	66
2018 Q3	$5.56M	Sell	20,302 -9,371	-32%	-$2.43M	0.18%	80
2018 Q2	$7.06M	Buy	29,673 +9,890	+50%	+$2.29M	0.22%	80
2018 Q1	$4.35M	Buy	19,783 +15,121	+324%	+$3.55M	0.14%	142
2017 Q4	$1.05M	Buy	+4,662	New	+$993K	0.04%	376

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

IndexIQ Advisors's ELV Position: Q1 2022 in Review

IndexIQ Advisors increased its Elevance Health (ELV) stake by 156% in Q1 2022, buying an estimated $3.1M and bringing the position to 11,139 shares worth $5.47M. The position accounts for 0.19% of the portfolio, ranked #99.

IndexIQ Advisors first reported a position in ELV in Q4 2017 and has held it in 13 quarters since. The position peaked at $8.36M in Q4 2018. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

IndexIQ Advisors held 11,139 shares of Elevance Health worth $5.47M as of Q1 2022.
IndexIQ Advisors bought 6,790 Elevance Health shares in Q1 2022, an estimated $3.1M.
Elevance Health made up 0.19% of IndexIQ Advisors's portfolio in Q1 2022, its #99 holding.
IndexIQ Advisors first reported a position in Elevance Health in Q4 2017 and has held it in 13 quarters since.
IndexIQ Advisors's Elevance Health position peaked at $8.36M in Q4 2018.
1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.