Liberty Wealth Management’s Elevance Health ELV Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-8	Closed	-$4K	–	434
2021 Q3	$4K	Buy	8 +4	+100%	+$1.52K	﹤0.01%	972
2021 Q2	$2K	Buy	+4	New	+$1.53K	﹤0.01%	914
2021 Q1	–	Sell	-6	Closed	-$1K	–	961
2020 Q4	$1K	Buy	6 +2	+50%	+$614	﹤0.01%	857
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	798
2020 Q2	$1K	Buy	+4	New	+$1.07K	﹤0.01%	777
2019 Q4	–	Sell	-110	Closed	-$27K	–	921
2019 Q3	$27K	Sell	110 -9	-8%	-$2.47K	0.03%	339
2019 Q2	$34K	Sell	119 -7	-6%	-$1.91K	0.03%	312
2019 Q1	$36K	Buy	+126	New	+$36.4K	0.03%	254

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Liberty Wealth Management's ELV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Elevance Health (ELV) in Q4 2021, closing a stake of 8 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in ELV in Q1 2019 and held it in 8 quarters. The position peaked at $36K in Q1 2019. 1,372 funds tracked by Wall St. Rank hold ELV as of Q4 2021.

Liberty Wealth Management reported no remaining Elevance Health position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 8 Elevance Health shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in Elevance Health in Q1 2019 and held it in 8 quarters.
Liberty Wealth Management's Elevance Health position peaked at $36K in Q1 2019.
1,372 funds tracked by Wall St. Rank held Elevance Health as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.