Mid Atlantic Financial Management’s Elevance Health ELV Stock Holding History

Mid Atlantic Financial Management’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 Q3	$471K	Buy	1,263 +136	+12%	+$51.7K	0.03%	470
2021 Q2	$430K	Buy	1,127 +72	+7%	+$27.5K	0.03%	526
2021 Q1	$379K	Buy	1,055 +128	+14%	+$41.2K	0.03%	531
2020 Q4	$298K	Buy	927 +2	+0.2%	+$614	0.02%	578
2020 Q3	$298K	Buy	925 +97	+12%	+$26.1K	0.03%	516
2020 Q2	$218K	Buy	+828	New	+$221K	0.02%	602
2020 Q1	–	Sell	-829	Closed	-$251K	–	707
2019 Q4	$251K	Sell	829 -14	-2%	-$3.85K	0.02%	576
2019 Q3	$202K	Sell	843 -192	-19%	-$52.6K	0.02%	618
2019 Q2	$292K	Buy	+1,035	New	+$283K	0.03%	529

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Mid Atlantic Financial Management's ELV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Elevance Health (ELV) stake by 12% in Q3 2021, buying an estimated $51.7K and bringing the position to 1,263 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #470.

Mid Atlantic Financial Management first reported a position in ELV in Q2 2019 and has held it in 9 quarters since. 1,214 funds tracked by Wall St. Rank hold ELV as of Q3 2021.

Mid Atlantic Financial Management held 1,263 shares of Elevance Health worth $471K as of Q3 2021.
Mid Atlantic Financial Management bought 136 Elevance Health shares in Q3 2021, an estimated $51.7K.
Elevance Health made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #470 holding.
Mid Atlantic Financial Management first reported a position in Elevance Health in Q2 2019 and has held it in 9 quarters since.
1,214 funds tracked by Wall St. Rank held Elevance Health as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.