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Spartan Planning & Wealth Management’s Elevance Health ELV Stock Holding History

Spartan Planning & Wealth Management’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 		$92K Buy
+195
New +$90.2K 0.1% 105
2022
Q4 		$148K Buy
+289
New +$147K 0.18% 72

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spartan Planning & Wealth Management's ELV Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Elevance Health (ELV) in Q4 2023: 195 shares worth $92K. The stake represents 0.1% of the portfolio and ranks #105 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in ELV as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in ELV in Q4 2022 and has held it in 2 quarters since. The position peaked at $148K in Q4 2022. 1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

  • Spartan Planning & Wealth Management held 195 shares of Elevance Health worth $92K as of Q4 2023.
  • Elevance Health was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Elevance Health made up 0.1% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #105 holding.
  • Spartan Planning & Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Elevance Health position peaked at $148K in Q4 2022.
  • 1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.