Midwest Wealth Management’s Elevance Health ELV Stock Holding History

Midwest Wealth 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
2022 Q1	$319K	Hold	650	–	–	0.19%	86
2021 Q4	$301K	Hold	650	–	–	0.19%	82
2021 Q3	$242K	Sell	650 -44	-6%	-$16.7K	0.17%	91
2021 Q2	$265K	Hold	694	–	–	0.19%	88
2021 Q1	$249K	Sell	694 -209	-23%	-$67.2K	0.2%	87
2020 Q4	$290K	Buy	+903	New	+$277K	0.26%	86

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Midwest Wealth Management's ELV Position: Q1 2022 in Review

Midwest Wealth Management held its Elevance Health (ELV) position steady in Q1 2022 at 650 shares worth $319K. The position accounts for 0.19% of the portfolio, ranked #86.

Midwest Wealth Management first reported a position in ELV in Q4 2020 and has held it in 6 quarters since. 1,418 funds tracked by Wall St. Rank hold ELV as of Q1 2022.

Midwest Wealth Management held 650 shares of Elevance Health worth $319K as of Q1 2022.
Midwest Wealth Management left its Elevance Health share count unchanged in Q1 2022.
Elevance Health made up 0.19% of Midwest Wealth Management's portfolio in Q1 2022, its #86 holding.
Midwest Wealth Management first reported a position in Elevance Health in Q4 2020 and has held it in 6 quarters since.
1,418 funds tracked by Wall St. Rank held Elevance Health as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.