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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 – 222
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

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

One Wealth Advisors's ELV Position: Q1 2023 in Review

One Wealth Advisors sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 70 shares — an estimated $35.9K sold.

One Wealth Advisors first reported a position in ELV in Q4 2017 and held it in 7 quarters. The position peaked at $266K in Q3 2018. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • One Wealth Advisors reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 70 Elevance Health shares in Q1 2023, an estimated $35.9K.
  • One Wealth Advisors first reported a position in Elevance Health in Q4 2017 and held it in 7 quarters.
  • One Wealth Advisors's Elevance Health position peaked at $266K in Q3 2018.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.