Safeguard Financial’s Elevance Health ELV Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-10	Closed	-$4K	–	209
2023 Q2	$4K	Buy	+10	New	+$4.61K	﹤0.01%	416

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Safeguard Financial's ELV Position: Q3 2023 in Review

Safeguard Financial sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 10 shares — an estimated $4K sold.

Safeguard Financial first reported a position in ELV in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

Safeguard Financial reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 10 Elevance Health shares in Q3 2023, an estimated $4K.
Safeguard Financial first reported a position in Elevance Health in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Elevance Health position peaked at $4K in Q2 2023.
1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.