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McIlrath & Eck’s Elevance Health ELV Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-20
Closed -$9.2K – 908
2023
Q1 		$9.2K Hold
20
– – ﹤0.01% 567
2022
Q4 		$10.3K Hold
20
– – ﹤0.01% 528
2022
Q3 		$9K Hold
20
– – ﹤0.01% 547
2022
Q2 		$10K Hold
20
– – ﹤0.01% 508
2022
Q1 		$10K Hold
20
– – ﹤0.01% 524
2021
Q4 		$9K Hold
20
– – ﹤0.01% 545
2021
Q3 		$7K Hold
20
– – ﹤0.01% 571
2021
Q2 		$8K Hold
20
– – ﹤0.01% 548
2021
Q1 		$7K Hold
20
– – ﹤0.01% 532
2020
Q4 		$6K Hold
20
– – ﹤0.01% 494
2020
Q3 		$5K Buy
+20
New +$5.38K ﹤0.01% 476

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McIlrath & Eck's ELV Position: Q2 2023 in Review

McIlrath & Eck sold out of Elevance Health (ELV) in Q2 2023, closing a stake of 20 shares — an estimated $9.2K sold.

McIlrath & Eck first reported a position in ELV in Q3 2020 and held it in 11 quarters. The position peaked at $10.3K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

  • McIlrath & Eck reported no remaining Elevance Health position as of Q2 2023 after selling out during the quarter.
  • McIlrath & Eck sold 20 Elevance Health shares in Q2 2023, an estimated $9.2K.
  • McIlrath & Eck first reported a position in Elevance Health in Q3 2020 and held it in 11 quarters.
  • McIlrath & Eck's Elevance Health position peaked at $10.3K in Q4 2022.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on McIlrath & Eck's 13F filing for Q2 2023, filed 7 Aug 2023.