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Shorepoint Capital Partners’s Elevance Health ELV Stock Holding History

Shorepoint Capital Partners’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
Q1 		– Sell
-635
Closed -$326K – 126
2022
Q4 		$326K Buy
+635
New +$322K 0.09% 114

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Shorepoint Capital Partners's ELV Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 635 shares — an estimated $326K sold.

Shorepoint Capital Partners first reported a position in ELV in Q4 2022 and held it in 1 quarter. The position peaked at $326K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Shorepoint Capital Partners reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 635 Elevance Health shares in Q1 2023, an estimated $326K.
  • Shorepoint Capital Partners first reported a position in Elevance Health in Q4 2022 and held it in 1 quarter.
  • Shorepoint Capital Partners's Elevance Health position peaked at $326K in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.