Mitsubishi UFJ Morgan Stanley Securities’s Elevance Health ELV Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q1	–	Sell	-40	Closed	-$21K	–	78
2022 Q4	$21K	Sell	40 -40	-50%	-$20.3K	0.18%	72
2022 Q3	$36K	Hold	80	–	–	0.48%	36
2022 Q2	$39K	Hold	80	–	–	0.05%	35
2022 Q1	$39K	Buy	80 +40	+100%	+$18.3K	0.03%	37
2021 Q4	$19K	Buy	+40	New	+$16.8K	0.01%	128
2014 Q4	$20K	Hold	160	–	–	0.04%	137
2014 Q3	$19K	Buy	160 +150	+1,500%	+$17.2K	0.05%	138
2014 Q2	$1K	Sell	10 -180	-95%	-$18.5K	﹤0.01%	231
2014 Q1	$19K	Sell	190 -190	-50%	-$17.2K	0.05%	127
2013 Q4	$35K	Buy	+380	New	+$33.8K	0.06%	103

Other funds holding ELV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's ELV Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 40 shares — an estimated $21K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in ELV in Q4 2013 and held it in 10 quarters. The position peaked at $39K in Q2 2022. 1,517 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 40 Elevance Health shares in Q1 2023, an estimated $21K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Elevance Health in Q4 2013 and held it in 10 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Elevance Health position peaked at $39K in Q2 2022.
1,517 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.