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Resolute Advisors’s Elevance Health ELV Stock Holding History

Resolute 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
2021
Q4 		– Sell
-77
Closed -$29K – 295
2021
Q3 		$29K Hold
77
– – ﹤0.01% 182
2021
Q2 		$29K Buy
77
+13
+20% +$4.97K ﹤0.01% 136
2021
Q1 		$23K Buy
+64
New +$20.6K ﹤0.01% 139

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Resolute Advisors's ELV Position: Q4 2021 in Review

Resolute Advisors sold out of Elevance Health (ELV) in Q4 2021, closing a stake of 77 shares — an estimated $29K sold.

Resolute Advisors first reported a position in ELV in Q1 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 1,372 funds tracked by Wall St. Rank hold ELV as of Q4 2021.

  • Resolute Advisors reported no remaining Elevance Health position as of Q4 2021 after selling out during the quarter.
  • Resolute Advisors sold 77 Elevance Health shares in Q4 2021, an estimated $29K.
  • Resolute Advisors first reported a position in Elevance Health in Q1 2021 and held it in 3 quarters.
  • Resolute Advisors's Elevance Health position peaked at $29K in Q3 2021.
  • 1,372 funds tracked by Wall St. Rank held Elevance Health as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.