Lenox Wealth Advisors’s Elevance Health ELV Stock Holding History

Lenox Wealth Advisors’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	$6K	Sell	11 -3	-21%	-$1.37K	﹤0.01%	544
2021 Q4	$6K	Buy	14 +13	+1,300%	+$5.47K	﹤0.01%	572
2021 Q3	$0	Hold	1	–	–	﹤0.01%	733
2021 Q2	$0	Hold	1	–	–	﹤0.01%	722
2021 Q1	$0	Hold	1	–	–	﹤0.01%	699
2020 Q4	$0	Hold	1	–	–	﹤0.01%	629
2020 Q3	$0	Hold	1	–	–	﹤0.01%	591
2020 Q2	$0	Hold	1	–	–	﹤0.01%	644
2020 Q1	$0	Hold	1	–	–	﹤0.01%	813
2019 Q4	$0	Hold	1	–	–	﹤0.01%	751
2019 Q3	$0	Hold	1	–	–	﹤0.01%	625
2019 Q2	$0	Buy	+1	New	+$273	﹤0.01%	458
2016 Q2	–	Sell	-37	Closed	-$5K	–	219
2016 Q1	$5K	Sell	37 -55	-60%	-$7.35K	﹤0.01%	189
2015 Q4	$13K	Buy	92 +37	+67%	+$5.1K	﹤0.01%	169
2015 Q3	$8K	Hold	55	–	–	﹤0.01%	202
2015 Q2	$9K	Hold	55	–	–	﹤0.01%	149
2015 Q1	$8K	Hold	55	–	–	﹤0.01%	178
2014 Q4	$7K	Buy	+55	New	+$6.8K	﹤0.01%	197

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

Lenox Wealth Advisors's ELV Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Elevance Health (ELV) stake by 21% in Q1 2022, selling an estimated $1.37K and leaving 11 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Lenox Wealth Advisors first reported a position in ELV in Q4 2014 and has held it in 18 quarters since. The position peaked at $13K in Q4 2015. 1,419 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

Lenox Wealth Advisors held 11 shares of Elevance Health worth $6K as of Q1 2022.
Lenox Wealth Advisors sold 3 Elevance Health shares in Q1 2022, an estimated $1.37K.
Elevance Health made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #544 holding.
Lenox Wealth Advisors first reported a position in Elevance Health in Q4 2014 and has held it in 18 quarters since.
Lenox Wealth Advisors's Elevance Health position peaked at $13K in Q4 2015.
1,419 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.