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MBA Advisors’s Elevance Health ELV Stock Holding History

MBA 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
2024
Q3 		– Sell
-379
Closed -$205K – 134
2024
Q2 		$205K Buy
+379
New +$200K 0.11% 125

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBA Advisors's ELV Position: Q3 2024 in Review

MBA Advisors sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 379 shares — an estimated $205K sold.

MBA Advisors first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • MBA Advisors reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • MBA Advisors sold 379 Elevance Health shares in Q3 2024, an estimated $205K.
  • MBA Advisors first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
  • MBA Advisors's Elevance Health position peaked at $205K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on MBA Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.