Retireful LLC’s Elevance Health ELV Stock Holding History

Retireful LLC’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 Q4	–	Sell	-3,850	Closed	-$1.68M	–	104
2023 Q3	$1.68M	Buy	+3,850	New	+$1.75M	0.8%	44

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retireful LLC's ELV Position: Q4 2023 in Review

Retireful LLC sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 3,850 shares — an estimated $1.68M sold.

Retireful LLC first reported a position in ELV in Q3 2023 and held it in 1 quarter. The position peaked at $1.68M in Q3 2023. 1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

Retireful LLC reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
Retireful LLC sold 3,850 Elevance Health shares in Q4 2023, an estimated $1.68M.
Retireful LLC first reported a position in Elevance Health in Q3 2023 and held it in 1 quarter.
Retireful LLC's Elevance Health position peaked at $1.68M in Q3 2023.
1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Retireful LLC's 13F filing for Q4 2023, filed 25 Jan 2024.