Kula Investments’s Elevance Health ELV Stock Holding History

Kula Investments’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 Q1	$1.03M	Buy	+2,230	New	+$1.06M	0.25%	117

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Kula Investments's ELV Position: Q1 2023 in Review

Kula Investments opened a new position in Elevance Health (ELV) in Q1 2023: 2,230 shares worth $1.03M. The stake represents 0.25% of the portfolio and ranks #117 among its holdings.

1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

Kula Investments held 2,230 shares of Elevance Health worth $1.03M as of Q1 2023.
Elevance Health was a new Kula Investments position in Q1 2023.
Elevance Health made up 0.25% of Kula Investments's portfolio in Q1 2023, its #117 holding.
1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.