Lehman & Derafelo Financial Resources’s Elevance Health ELV Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$303K	Hold	590	–	–	0.09%	88
2022 Q3	$268K	Hold	590	–	–	0.08%	78
2022 Q2	$285K	Hold	590	–	–	0.09%	81
2022 Q1	$290K	Hold	590	–	–	0.08%	84
2021 Q4	$273K	Hold	590	–	–	0.08%	84
2021 Q3	$220K	Hold	590	–	–	0.07%	97
2021 Q2	$225K	Hold	590	–	–	0.06%	111
2021 Q1	$212K	Buy	+590	New	+$190K	0.06%	114

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

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

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

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

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

Lehman & Derafelo Financial Resources's ELV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Elevance Health (ELV) position steady in Q4 2022 at 590 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #88.

Lehman & Derafelo Financial Resources first reported a position in ELV in Q1 2021 and has held it in 8 quarters since. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

Lehman & Derafelo Financial Resources held 590 shares of Elevance Health worth $303K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Elevance Health share count unchanged in Q4 2022.
Elevance Health made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #88 holding.
Lehman & Derafelo Financial Resources first reported a position in Elevance Health in Q1 2021 and has held it in 8 quarters since.
1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.