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O'Dell Group’s Elevance Health ELV Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-68
Closed -$32.1K – 194
2023
Q4 		$32.1K Buy
+68
New +$31.4K 0.01% 249
2023
Q3 		– Sell
-68
Closed -$30.2K – 178
2023
Q2 		$30.2K Buy
+68
New +$31.4K 0.01% 243
2022
Q4 		– Sell
-48
Closed -$22K – 164
2022
Q3 		$22K Sell
48
-118
-71% -$56.5K 0.01% 218
2022
Q2 		$80K Hold
166
– – 0.03% 123
2022
Q1 		$82K Hold
166
– – 0.02% 133
2021
Q4 		$77K Hold
166
– – 0.02% 133
2021
Q3 		$62K Buy
+166
New +$63.1K 0.02% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

O'Dell Group's ELV Position: Q1 2024 in Review

O'Dell Group sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 68 shares — an estimated $32.1K sold.

O'Dell Group first reported a position in ELV in Q3 2021 and held it in 7 quarters. The position peaked at $82K in Q1 2022. 1,671 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • O'Dell Group reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 68 Elevance Health shares in Q1 2024, an estimated $32.1K.
  • O'Dell Group first reported a position in Elevance Health in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Elevance Health position peaked at $82K in Q1 2022.
  • 1,671 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.