PCA
ELV icon

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 $5.7T AUM 30.48% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return