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SpiderRock Advisors’s Elevance Health ELV Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$1.71M Buy
3,297
+668
+25% +$357K 0.03% 351
2024
Q2 		$1.42M Buy
2,629
+1,984
+308% +$1.05M 0.03% 343
2024
Q1 		$330K Buy
+645
New +$321K 0.01% 607

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SpiderRock Advisors's ELV Position: Q3 2024 in Review

SpiderRock Advisors increased its Elevance Health (ELV) stake by 25% in Q3 2024, buying an estimated $357K and bringing the position to 3,297 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #351.

SpiderRock Advisors first reported a position in ELV in Q1 2024 and has held it in 3 quarters since. 1,694 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • SpiderRock Advisors held 3,297 shares of Elevance Health worth $1.71M as of Q3 2024.
  • SpiderRock Advisors bought 668 Elevance Health shares in Q3 2024, an estimated $357K.
  • Elevance Health made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #351 holding.
  • SpiderRock Advisors first reported a position in Elevance Health in Q1 2024 and has held it in 3 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.