MFW
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Meristem Family Wealth’s Elevance Health ELV Stock Holding History

Meristem Family Wealth’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
2021
Q4 		– Sell
-1,528
Closed -$570K – 405
2021
Q3 		$570K Buy
+1,528
New +$581K 0.05% 203

Other funds holding ELV

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Meristem Family Wealth's ELV Position: Q4 2021 in Review

Meristem Family Wealth sold out of Elevance Health (ELV) in Q4 2021, closing a stake of 1,528 shares — an estimated $570K sold.

Meristem Family Wealth first reported a position in ELV in Q3 2021 and held it in 1 quarter. The position peaked at $570K in Q3 2021. 1,371 funds tracked by Wall St. Rank hold ELV as of Q4 2021.

  • Meristem Family Wealth reported no remaining Elevance Health position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 1,528 Elevance Health shares in Q4 2021, an estimated $570K.
  • Meristem Family Wealth first reported a position in Elevance Health in Q3 2021 and held it in 1 quarter.
  • Meristem Family Wealth's Elevance Health position peaked at $570K in Q3 2021.
  • 1,371 funds tracked by Wall St. Rank held Elevance Health as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.