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Strategic Investment Advisors’s Elevance Health ELV Stock Holding History

Strategic Investment 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
2023
Q4 		– Sell
-1,619
Closed -$705K – 241
2023
Q3 		$705K Buy
1,619
+19
+1% +$8.62K 0.12% 133
2023
Q2 		$711K Sell
1,600
-73
-4% -$33.7K 0.1% 111
2023
Q1 		$769K Buy
+1,673
New +$796K 0.14% 116

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

Strategic Investment Advisors's ELV Position: Q4 2023 in Review

Strategic Investment Advisors sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 1,619 shares — an estimated $705K sold.

Strategic Investment Advisors first reported a position in ELV in Q1 2023 and held it in 3 quarters. The position peaked at $769K in Q1 2023. 1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

  • Strategic Investment Advisors reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Advisors sold 1,619 Elevance Health shares in Q4 2023, an estimated $705K.
  • Strategic Investment Advisors first reported a position in Elevance Health in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Advisors's Elevance Health position peaked at $769K in Q1 2023.
  • 1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Strategic Investment Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.