KB Financial Partners’s Elevance Health ELV Stock Holding History

KB Financial Partners’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	$13K	Hold	31	–	–	﹤0.01%	374
2023 Q2	$14K	Sell	31 -345	-92%	-$159K	﹤0.01%	375
2023 Q1	$173K	Buy	376 +52	+16%	+$24.7K	0.05%	173
2022 Q4	$166K	Sell	324 -69	-18%	-$35K	0.06%	180
2022 Q3	$179K	Buy	393 +60	+18%	+$28.7K	0.06%	167
2022 Q2	$161K	Sell	333 -214	-39%	-$106K	0.06%	169
2022 Q1	$268K	Buy	547 +54	+11%	+$24.7K	0.07%	156
2021 Q4	$229K	Buy	+493	New	+$207K	0.07%	168
2021 Q3	–	Sell	-197	Closed	-$75K	–	290
2021 Q2	$75K	Sell	197 -1	-0.5%	-$382	0.03%	229
2021 Q1	$71K	Buy	+198	New	+$63.7K	0.03%	234

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KB Financial Partners's ELV Position: Q3 2023 in Review

KB Financial Partners held its Elevance Health (ELV) position steady in Q3 2023 at 31 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

KB Financial Partners first reported a position in ELV in Q1 2021 and has held it in 10 quarters since. The position peaked at $268K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

KB Financial Partners held 31 shares of Elevance Health worth $13K as of Q3 2023.
KB Financial Partners left its Elevance Health share count unchanged in Q3 2023.
Elevance Health made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #374 holding.
KB Financial Partners first reported a position in Elevance Health in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Elevance Health position peaked at $268K in Q1 2022.
1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.