Rebalance’s Elevance Health ELV Stock Holding History

Rebalance’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	-77	Closed	-$39.1K	–	94
2022 Q4	$39.1K	Buy	+77	New	+$39.1K	﹤0.01%	111

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

Rebalance's ELV Position: Q1 2023 in Review

Rebalance sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 77 shares — an estimated $39.1K sold.

Rebalance first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $39.1K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

Rebalance reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
Rebalance sold 77 Elevance Health shares in Q1 2023, an estimated $39.1K.
Rebalance first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
Rebalance's Elevance Health position peaked at $39.1K in Q4 2022.
1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.