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JT Stratford LLC’s Elevance Health ELV Stock Holding History

JT Stratford LLC’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 		– Sell
-443
Closed -$240K – 289
2024
Q2 		$240K Buy
+443
New +$234K 0.04% 243
2024
Q1 		– Sell
-2,124
Closed -$1M – 268
2023
Q4 		$1M Sell
2,124
-5
-0.2% -$2.31K 0.23% 112
2023
Q3 		$927K Buy
2,129
+988
+87% +$448K 0.24% 109
2023
Q2 		$507K Buy
1,141
+248
+28% +$114K 0.14% 164
2023
Q1 		$411K Buy
893
+153
+21% +$72.8K 0.12% 175
2022
Q4 		$380K Buy
+740
New +$376K 0.12% 162

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

JT Stratford LLC's ELV Position: Q3 2024 in Review

JT Stratford LLC sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 443 shares — an estimated $240K sold.

JT Stratford LLC first reported a position in ELV in Q4 2022 and held it in 6 quarters. The position peaked at $1M in Q4 2023. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • JT Stratford LLC reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • JT Stratford LLC sold 443 Elevance Health shares in Q3 2024, an estimated $240K.
  • JT Stratford LLC first reported a position in Elevance Health in Q4 2022 and held it in 6 quarters.
  • JT Stratford LLC's Elevance Health position peaked at $1M in Q4 2023.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on JT Stratford LLC's 13F filing for Q3 2024, filed 14 Nov 2024.