PCA
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Personal Capital Advisors’s Elevance Health ELV Stock Holding History

Personal Capital 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
2022
Q4 		$1.55M Buy
3,026
+81
+3% +$41.1K 0.01% 222
2022
Q3 		$1.34M Buy
2,945
+1,340
+83% +$641K 0.01% 224
2022
Q2 		$775K Buy
1,605
+12
+0.8% +$5.94K ﹤0.01% 248
2022
Q1 		$783K Sell
1,593
-129
-7% -$59K ﹤0.01% 264
2021
Q4 		$794K Buy
1,722
+231
+15% +$97.2K ﹤0.01% 280
2021
Q3 		$556K Sell
1,491
-40
-3% -$15.2K ﹤0.01% 297
2021
Q2 		$585K Sell
1,531
-49
-3% -$18.7K ﹤0.01% 291
2021
Q1 		$567K Buy
1,580
+508
+47% +$163K ﹤0.01% 291
2020
Q4 		$344K Buy
+1,072
New +$329K ﹤0.01% 356

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Personal Capital Advisors's ELV Position: Q4 2022 in Review

Personal Capital Advisors increased its Elevance Health (ELV) stake by 2.8% in Q4 2022, buying an estimated $41.1K and bringing the position to 3,026 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #222.

Personal Capital Advisors first reported a position in ELV in Q4 2020 and has held it in 9 quarters since. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Personal Capital Advisors held 3,026 shares of Elevance Health worth $1.55M as of Q4 2022.
  • Personal Capital Advisors bought 81 Elevance Health shares in Q4 2022, an estimated $41.1K.
  • Elevance Health made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #222 holding.
  • Personal Capital Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 9 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.