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Milestone Investment Advisors’s Elevance Health ELV Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-118
Closed -$51.4K – 221
2023
Q3 		$51.4K Buy
+118
New +$53.5K 0.01% 196

Other funds holding ELV

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Investment Advisors's ELV Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 118 shares — an estimated $51.4K sold.

Milestone Investment Advisors first reported a position in ELV in Q3 2023 and held it in 1 quarter. The position peaked at $51.4K in Q3 2023. 1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 118 Elevance Health shares in Q4 2023, an estimated $51.4K.
  • Milestone Investment Advisors first reported a position in Elevance Health in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Elevance Health position peaked at $51.4K in Q3 2023.
  • 1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.