M&G Investments (USA)’s Elevance Health ELV Stock Holding History

M&G Investments (USA)’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 Q4	$2.25M	Buy	+4,765	New	+$2.2M	2.22%	19

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

M&G Investments (USA)'s ELV Position: Q4 2023 in Review

M&G Investments (USA) opened a new position in Elevance Health (ELV) in Q4 2023: 4,765 shares worth $2.25M. The stake represents 2.22% of the portfolio and ranks #19 among its holdings.

1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

M&G Investments (USA) held 4,765 shares of Elevance Health worth $2.25M as of Q4 2023.
Elevance Health was a new M&G Investments (USA) position in Q4 2023.
Elevance Health made up 2.22% of M&G Investments (USA)'s portfolio in Q4 2023, its #19 holding.
1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on M&G Investments (USA)'s 13F filing for Q4 2023, filed 8 May 2024.