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Jackson Creek Investment Advisors’s Elevance Health ELV Stock Holding History

Jackson Creek Investment 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
2023
Q3 		– Sell
-778
Closed -$346K – 319
2023
Q2 		$346K Hold
778
– – 0.14% 276
2023
Q1 		$358K Sell
778
-3
-0.4% -$1.43K 0.15% 272
2022
Q4 		$401K Buy
+781
New +$397K 0.18% 255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Creek Investment Advisors's ELV Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 778 shares — an estimated $346K sold.

Jackson Creek Investment Advisors first reported a position in ELV in Q4 2022 and held it in 3 quarters. The position peaked at $401K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 778 Elevance Health shares in Q3 2023, an estimated $346K.
  • Jackson Creek Investment Advisors first reported a position in Elevance Health in Q4 2022 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Elevance Health position peaked at $401K in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.