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Summit Wealth Group’s Elevance Health ELV Stock Holding History

Summit Wealth 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
Q1 		– Sell
-596
Closed -$281K – 44
2023
Q4 		$281K Buy
596
+79
+15% +$36.5K 0.22% 30
2023
Q3 		$225K Buy
+517
New +$235K 0.2% 35
2023
Q2 		– Sell
-131,506
Closed – – 138
2023
Q1 		$0 Buy
+131,506
New +$62.6M ﹤0.01% 190

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Wealth Group's ELV Position: Q1 2024 in Review

Summit Wealth Group sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 596 shares — an estimated $281K sold.

Summit Wealth Group first reported a position in ELV in Q1 2023 and held it in 3 quarters. The position peaked at $281K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Summit Wealth Group reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Summit Wealth Group sold 596 Elevance Health shares in Q1 2024, an estimated $281K.
  • Summit Wealth Group first reported a position in Elevance Health in Q1 2023 and held it in 3 quarters.
  • Summit Wealth Group's Elevance Health position peaked at $281K in Q4 2023.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Summit Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.