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Insight Folios’s Elevance Health ELV Stock Holding History

Insight Folios’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
Q3 		$380K Buy
730
+45
+7% +$24K 0.14% 79
2024
Q2 		$371K Sell
685
-23
-3% -$12.2K 0.15% 73
2024
Q1 		$367K Buy
708
+85
+14% +$42.3K 0.15% 76
2023
Q4 		$294K Buy
623
+50
+9% +$23.1K 0.13% 91
2023
Q3 		$249K Buy
573
+7
+1% +$3.17K 0.12% 98
2023
Q2 		$251K Buy
+566
New +$261K 0.11% 102

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Folios's ELV Position: Q3 2024 in Review

Insight Folios increased its Elevance Health (ELV) stake by 6.6% in Q3 2024, buying an estimated $24K and bringing the position to 730 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #79.

Insight Folios first reported a position in ELV in Q2 2023 and has held it in 6 quarters since. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Insight Folios held 730 shares of Elevance Health worth $380K as of Q3 2024.
  • Insight Folios bought 45 Elevance Health shares in Q3 2024, an estimated $24K.
  • Elevance Health made up 0.14% of Insight Folios's portfolio in Q3 2024, its #79 holding.
  • Insight Folios first reported a position in Elevance Health in Q2 2023 and has held it in 6 quarters since.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.