Peterson Financial Group’s Elevance Health ELV Stock Holding History

Peterson Financial 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 Q3	$44.3K	Buy	+85	New	+$45.4K	0.17%	99

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peterson Financial Group's ELV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Elevance Health (ELV) in Q3 2024: 85 shares worth $44.3K. The stake represents 0.17% of the portfolio and ranks #99 among its holdings.

1,697 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

Peterson Financial Group held 85 shares of Elevance Health worth $44.3K as of Q3 2024.
Elevance Health was a new Peterson Financial Group position in Q3 2024.
Elevance Health made up 0.17% of Peterson Financial Group's portfolio in Q3 2024, its #99 holding.
1,697 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.