Kings Point Capital Management’s Elevance Health ELV Stock Holding History

Kings Point Capital 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
2022 Q1	$214K	Hold	435	–	–	0.02%	196
2021 Q4	$202K	Hold	435	–	–	0.02%	224
2021 Q3	$162K	Buy	435 +100	+30%	+$38K	0.01%	223
2021 Q2	$128K	Hold	335	–	–	0.01%	243
2021 Q1	$120K	Buy	+335	New	+$108K	0.01%	242
2016 Q3	–	Sell	-92	Closed	-$12K	–	315
2016 Q2	$12K	Hold	92	–	–	﹤0.01%	308
2016 Q1	$13K	Hold	92	–	–	﹤0.01%	302
2015 Q4	$13K	Buy	+92	New	+$12.7K	﹤0.01%	333

Other funds holding ELV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Kings Point Capital Management's ELV Position: Q1 2022 in Review

Kings Point Capital Management held its Elevance Health (ELV) position steady in Q1 2022 at 435 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #196.

Kings Point Capital Management first reported a position in ELV in Q4 2015 and has held it in 8 quarters since. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

Kings Point Capital Management held 435 shares of Elevance Health worth $214K as of Q1 2022.
Kings Point Capital Management left its Elevance Health share count unchanged in Q1 2022.
Elevance Health made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #196 holding.
Kings Point Capital Management first reported a position in Elevance Health in Q4 2015 and has held it in 8 quarters since.
1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.