Strategic Wealth Investment Group’s Elevance Health ELV Stock Holding History

Strategic Wealth Investment Group’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	–	Sell	-532	Closed	-$285K	–	134
2024 Q2	$285K	Buy	+532	New	+$281K	0.04%	108
2023 Q4	$259K	Buy	549 +8	+1%	+$3.7K	0.04%	112
2023 Q3	$236K	Hold	541	–	–	0.04%	91
2023 Q2	$240K	Buy	+541	New	+$250K	0.04%	110
2022 Q4	–	Sell	-609	Closed	-$277K	–	127
2022 Q3	$277K	Buy	609 +93	+18%	+$44.5K	0.08%	84
2022 Q2	$249K	Sell	516 -18	-3%	-$8.9K	0.06%	117
2022 Q1	$262K	Hold	534	–	–	0.06%	87
2021 Q4	$247K	Buy	+534	New	+$225K	0.06%	74
2021 Q3	–	Sell	-531	Closed	-$203K	–	90
2021 Q2	$203K	Buy	+531	New	+$203K	0.07%	79

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Investment Group's ELV Position: Q3 2024 in Review

Strategic Wealth Investment Group sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 532 shares — an estimated $285K sold.

Strategic Wealth Investment Group first reported a position in ELV in Q2 2021 and held it in 9 quarters. The position peaked at $285K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

Strategic Wealth Investment Group reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
Strategic Wealth Investment Group sold 532 Elevance Health shares in Q3 2024, an estimated $285K.
Strategic Wealth Investment Group first reported a position in Elevance Health in Q2 2021 and held it in 9 quarters.
Strategic Wealth Investment Group's Elevance Health position peaked at $285K in Q2 2024.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2024, filed 24 Oct 2024.