RWB
ELV icon

RMR Wealth Builders’s Elevance Health ELV Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-428
Closed -$154K – 326
2021
Q1 		$154K Hold
428
– – 0.04% 224
2020
Q4 		$137K Buy
+428
New +$131K 0.07% 183
2020
Q3 		– Sell
-759
Closed -$200K – 294
2020
Q2 		$200K Buy
+759
New +$202K 0.18% 113
2019
Q4 		$271K Buy
+898
New +$247K 0.26% 83

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RMR Wealth Builders's ELV Position: Q2 2021 in Review

RMR Wealth Builders sold out of Elevance Health (ELV) in Q2 2021, closing a stake of 428 shares — an estimated $154K sold.

RMR Wealth Builders first reported a position in ELV in Q4 2019 and held it in 4 quarters. The position peaked at $271K in Q4 2019. 1,238 funds tracked by Wall St. Rank hold ELV as of Q2 2021.

  • RMR Wealth Builders reported no remaining Elevance Health position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 428 Elevance Health shares in Q2 2021, an estimated $154K.
  • RMR Wealth Builders first reported a position in Elevance Health in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Elevance Health position peaked at $271K in Q4 2019.
  • 1,238 funds tracked by Wall St. Rank held Elevance Health as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.