OWA
ELV icon

One Wealth Advisors’s Elevance Health ELV Stock Holding History

One Wealth Advisors’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
-70
Closed -$35.9K – 317
2022
Q4 		$35.9K Buy
+70
New +$35.5K 0.01% 458
2019
Q2 		– Sell
-787
Closed -$226K – 223
2019
Q1 		$226K Buy
787
+23
+3% +$6.65K 0.18% 94
2018
Q4 		$201K Sell
764
-205
-21% -$56.4K 0.2% 93
2018
Q3 		$266K Sell
969
-69
-7% -$17.9K 0.2% 98
2018
Q2 		$247K Sell
1,038
-102
-9% -$23.6K 0.2% 105
2018
Q1 		$250K Sell
1,140
-15
-1% -$3.52K 0.22% 91
2017
Q4 		$260K Buy
+1,155
New +$246K 0.21% 80

Other funds holding ELV

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BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return