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LWM Advisory Services’s Elevance Health ELV Stock Holding History

LWM Advisory Services’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 		– Sell
-1,077
Closed -$489K – 99
2022
Q3 		$489K Buy
1,077
+68
+7% +$32.5K 0.55% 54
2022
Q2 		$487K Buy
1,009
+83
+9% +$41.1K 0.58% 50
2022
Q1 		$455K Buy
926
+219
+31% +$100K 0.57% 51
2021
Q4 		$328K Buy
+707
New +$297K 0.41% 73

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LWM Advisory Services's ELV Position: Q4 2022 in Review

LWM Advisory Services sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 1,077 shares — an estimated $489K sold.

LWM Advisory Services first reported a position in ELV in Q4 2021 and held it in 4 quarters. The position peaked at $489K in Q3 2022. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • LWM Advisory Services reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 1,077 Elevance Health shares in Q4 2022, an estimated $489K.
  • LWM Advisory Services first reported a position in Elevance Health in Q4 2021 and held it in 4 quarters.
  • LWM Advisory Services's Elevance Health position peaked at $489K in Q3 2022.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.