JWM
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Janiczek Wealth Management’s Elevance Health ELV Stock Holding History

Janiczek Wealth Management’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
Q2 		$328K Buy
606
+72
+13% +$38.1K 0.07% 116
2024
Q1 		$277K Sell
534
-2
-0.4% -$995 0.06% 141
2023
Q4 		$253K Buy
536
+94
+21% +$43.5K 0.06% 128
2023
Q3 		$192K Buy
442
+79
+22% +$35.8K 0.05% 147
2023
Q2 		$161K Buy
363
+86
+31% +$39.7K 0.04% 157
2023
Q1 		$134K Sell
277
-69
-20% -$32.8K 0.04% 167
2022
Q4 		$165K Buy
346
+51
+17% +$25.9K 0.05% 146
2022
Q3 		$138K Buy
295
+105
+55% +$50.2K 0.05% 146
2022
Q2 		$91K Hold
190
– – 0.03% 216
2022
Q1 		$93K Buy
190
+17
+10% +$7.77K 0.03% 216
2021
Q4 		$80K Buy
173
+78
+82% +$32.8K 0.02% 222
2021
Q3 		$35K Buy
95
+50
+111% +$19K 0.01% 347
2021
Q2 		$17K Hold
45
– – 0.01% 460
2021
Q1 		$16K Sell
45
-226
-83% -$72.7K 0.01% 444
2020
Q4 		$87K Buy
271
+239
+747% +$73.3K 0.04% 126
2020
Q3 		$9K Buy
+32
New +$8.61K ﹤0.01% 251
2018
Q3 		– Sell
-11
Closed -$3K – 154
2018
Q2 		$3K Buy
+11
New +$2.55K ﹤0.01% 120

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janiczek Wealth Management's ELV Position: Q2 2024 in Review

Janiczek Wealth Management increased its Elevance Health (ELV) stake by 13% in Q2 2024, buying an estimated $38.1K and bringing the position to 606 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #116.

Janiczek Wealth Management first reported a position in ELV in Q2 2018 and has held it in 17 quarters since. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Janiczek Wealth Management held 606 shares of Elevance Health worth $328K as of Q2 2024.
  • Janiczek Wealth Management bought 72 Elevance Health shares in Q2 2024, an estimated $38.1K.
  • Elevance Health made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #116 holding.
  • Janiczek Wealth Management first reported a position in Elevance Health in Q2 2018 and has held it in 17 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.