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Meitav Investment House’s Elevance Health ELV Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-2,006
Closed -$883K – 382
2023
Q2 		$883K Hold
2,006
– – 0.01% 233
2023
Q1 		$921K Sell
2,006
-549
-21% -$261K 0.02% 238
2022
Q4 		$1.31M Sell
2,555
-965
-27% -$490K 0.02% 219
2022
Q3 		$1.61M Hold
3,520
– – 0.03% 201
2022
Q2 		$1.7M Sell
3,520
-245
-7% -$121K 0.03% 197
2022
Q1 		$1.85M Hold
3,765
– – 0.03% 220
2021
Q4 		$1.75M Buy
+3,765
New +$1.58M 0.03% 210

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meitav Investment House's ELV Position: Q3 2023 in Review

Meitav Investment House sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 2,006 shares — an estimated $883K sold.

Meitav Investment House first reported a position in ELV in Q4 2021 and held it in 7 quarters. The position peaked at $1.85M in Q1 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • Meitav Investment House reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 2,006 Elevance Health shares in Q3 2023, an estimated $883K.
  • Meitav Investment House first reported a position in Elevance Health in Q4 2021 and held it in 7 quarters.
  • Meitav Investment House's Elevance Health position peaked at $1.85M in Q1 2022.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.