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Investors Financial Group’s Elevance Health ELV Stock Holding History

Investors Financial Group’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 		– Sell
-1,118
Closed -$518K – 57
2021
Q4 		$518K Hold
1,118
– – 0.24% 110
2021
Q3 		$417K Hold
1,118
– – 0.22% 120
2021
Q2 		$427K Hold
1,118
– – 0.23% 119
2021
Q1 		$401K Hold
1,118
– – 0.23% 112
2020
Q4 		$359K Hold
1,118
– – 0.24% 110
2020
Q3 		$300K Buy
1,118
+50
+5% +$13.5K 0.22% 112
2020
Q2 		$281K Hold
1,068
– – 0.23% 108
2020
Q1 		$242K Hold
1,068
– – 0.24% 99
2019
Q4 		$323K Buy
+1,068
New +$294K 0.26% 97

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Investors Financial Group's ELV Position: Q1 2022 in Review

Investors Financial Group sold out of Elevance Health (ELV) in Q1 2022, closing a stake of 1,118 shares — an estimated $518K sold.

Investors Financial Group first reported a position in ELV in Q4 2019 and held it in 9 quarters. The position peaked at $518K in Q4 2021. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

  • Investors Financial Group reported no remaining Elevance Health position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 1,118 Elevance Health shares in Q1 2022, an estimated $518K.
  • Investors Financial Group first reported a position in Elevance Health in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Elevance Health position peaked at $518K in Q4 2021.
  • 1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.