KIG
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Kowal Investment Group’s Elevance Health ELV Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-282
Closed -$105K – 359
2021
Q3 		$105K Buy
+282
New +$107K 0.03% 144

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Kowal Investment Group's ELV Position: Q4 2021 in Review

Kowal Investment Group sold out of Elevance Health (ELV) in Q4 2021, closing a stake of 282 shares — an estimated $105K sold.

Kowal Investment Group first reported a position in ELV in Q3 2021 and held it in 1 quarter. The position peaked at $105K in Q3 2021. 1,372 funds tracked by Wall St. Rank hold ELV as of Q4 2021.

  • Kowal Investment Group reported no remaining Elevance Health position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 282 Elevance Health shares in Q4 2021, an estimated $105K.
  • Kowal Investment Group first reported a position in Elevance Health in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Elevance Health position peaked at $105K in Q3 2021.
  • 1,372 funds tracked by Wall St. Rank held Elevance Health as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.