MW
ELV icon

Milestone Wealth’s Elevance Health ELV Stock Holding History

Milestone 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
2022
Q3 		$117K Hold
257
– – 0.13% 68
2022
Q2 		$124K Sell
257
-5
-2% -$2.47K 0.13% 70
2022
Q1 		$121K Hold
262
– – 0.1% 76
2021
Q4 		$121K Buy
+262
New +$110K 0.1% 76

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Milestone Wealth's ELV Position: Q3 2022 in Review

Milestone Wealth held its Elevance Health (ELV) position steady in Q3 2022 at 257 shares worth $117K. The position accounts for 0.13% of the portfolio, ranked #68.

Milestone Wealth first reported a position in ELV in Q4 2021 and has held it in 4 quarters since. The position peaked at $124K in Q2 2022. 1,446 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

  • Milestone Wealth held 257 shares of Elevance Health worth $117K as of Q3 2022.
  • Milestone Wealth left its Elevance Health share count unchanged in Q3 2022.
  • Elevance Health made up 0.13% of Milestone Wealth's portfolio in Q3 2022, its #68 holding.
  • Milestone Wealth first reported a position in Elevance Health in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Elevance Health position peaked at $124K in Q2 2022.
  • 1,446 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.