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Sargent Bickham Lagudis’s Elevance Health ELV Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$19K Hold
37
– – ﹤0.01% 620
2022
Q3 		$17K Hold
37
– – ﹤0.01% 601
2022
Q2 		$18K Buy
+37
New +$18.3K ﹤0.01% 608

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sargent Bickham Lagudis's ELV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Elevance Health (ELV) position steady in Q4 2022 at 37 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Sargent Bickham Lagudis first reported a position in ELV in Q2 2022 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

  • Sargent Bickham Lagudis held 37 shares of Elevance Health worth $19K as of Q4 2022.
  • Sargent Bickham Lagudis left its Elevance Health share count unchanged in Q4 2022.
  • Elevance Health made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #620 holding.
  • Sargent Bickham Lagudis first reported a position in Elevance Health in Q2 2022 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.