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Surevest’s Elevance Health ELV Stock Holding History

Surevest’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
2022
Q3 		$45K Buy
99
+5
+5% +$2.39K 0.01% 192
2022
Q2 		$45K Hold
94
– – 0.01% 207
2022
Q1 		$46K Hold
94
– – 0.01% 190
2021
Q4 		$44K Buy
+94
New +$39.5K 0.01% 196

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Surevest's ELV Position: Q3 2022 in Review

Surevest increased its Elevance Health (ELV) stake by 5.3% in Q3 2022, buying an estimated $2.39K and bringing the position to 99 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #192.

Surevest first reported a position in ELV in Q4 2021 and has held it in 4 quarters since. The position peaked at $46K in Q1 2022. 1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

  • Surevest held 99 shares of Elevance Health worth $45K as of Q3 2022.
  • Surevest bought 5 Elevance Health shares in Q3 2022, an estimated $2.39K.
  • Elevance Health made up 0.01% of Surevest's portfolio in Q3 2022, its #192 holding.
  • Surevest first reported a position in Elevance Health in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Elevance Health position peaked at $46K in Q1 2022.
  • 1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.