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Investors Asset Management of Georgia’s Elevance Health ELV Stock Holding History

Investors Asset Management of Georgia’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 		– Sell
-317
Closed -$144K – 288
2022
Q3 		$144K Buy
317
+117
+59% +$56K 0.07% 182
2022
Q2 		$97K Buy
+200
New +$98.9K 0.05% 206

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Investors Asset Management of Georgia's ELV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 317 shares — an estimated $144K sold.

Investors Asset Management of Georgia first reported a position in ELV in Q2 2022 and held it in 2 quarters. The position peaked at $144K in Q3 2022. 1,549 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 317 Elevance Health shares in Q4 2022, an estimated $144K.
  • Investors Asset Management of Georgia first reported a position in Elevance Health in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Elevance Health position peaked at $144K in Q3 2022.
  • 1,549 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.