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MRA Advisory Group’s Elevance Health ELV Stock Holding History

MRA Advisory Group’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
Q3 		– Sell
-595
Closed -$264K – 130
2023
Q2 		$264K Sell
595
-13
-2% -$6K 0.18% 100
2023
Q1 		$280K Buy
+608
New +$289K 0.2% 88

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MRA Advisory Group's ELV Position: Q3 2023 in Review

MRA Advisory Group sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 595 shares — an estimated $264K sold.

MRA Advisory Group first reported a position in ELV in Q1 2023 and held it in 2 quarters. The position peaked at $280K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • MRA Advisory Group reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
  • MRA Advisory Group sold 595 Elevance Health shares in Q3 2023, an estimated $264K.
  • MRA Advisory Group first reported a position in Elevance Health in Q1 2023 and held it in 2 quarters.
  • MRA Advisory Group's Elevance Health position peaked at $280K in Q1 2023.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on MRA Advisory Group's 13F filing for Q3 2023, filed 8 Nov 2023.