Mine & Arao Wealth Creation & Management’s Elevance Health ELV Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-150	Closed	-$77.8K	–	157
2024 Q1	$77.8K	Hold	150	–	–	0.04%	123
2023 Q4	$70.7K	Hold	150	–	–	0.04%	126
2023 Q3	$65.3K	Hold	150	–	–	0.04%	123
2023 Q2	$66.6K	Sell	150 -1	-0.7%	-$461	0.04%	126
2023 Q1	$69.4K	Hold	151	–	–	0.04%	123
2022 Q4	$77.4K	Hold	151	–	–	0.06%	112
2022 Q3	$69K	Buy	151 +1	+0.7%	+$478	0.05%	117
2022 Q2	$73K	Hold	150	–	–	0.05%	117
2022 Q1	$74K	Hold	150	–	–	0.04%	125
2021 Q4	$70K	Hold	150	–	–	0.04%	130
2021 Q3	$56K	Hold	150	–	–	0.03%	138
2021 Q2	$57K	Hold	150	–	–	0.03%	141
2021 Q1	$54K	Hold	150	–	–	0.04%	135
2020 Q4	$48K	Hold	150	–	–	0.03%	131
2020 Q3	$40K	Hold	150	–	–	0.03%	128
2020 Q2	$39K	Hold	150	–	–	0.04%	127
2020 Q1	$34K	Hold	150	–	–	0.04%	123
2019 Q4	$45K	Buy	+150	New	+$41.3K	0.04%	132

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's ELV Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 150 shares — an estimated $77.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in ELV in Q4 2019 and held it in 18 quarters. The position peaked at $77.8K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 150 Elevance Health shares in Q2 2024, an estimated $77.8K.
Mine & Arao Wealth Creation & Management first reported a position in Elevance Health in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Elevance Health position peaked at $77.8K in Q1 2024.
1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.