Sustainable Insight Capital Management’s Elevance Health ELV Stock Holding History

Sustainable Insight Capital Management’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 Q2	–	Sell	-531	Closed	-$244K	–	70
2023 Q1	$244K	Sell	531 -76	-13%	-$36.2K	0.25%	71
2022 Q4	$311K	Buy	+607	New	+$308K	0.35%	65
2022 Q1	–	Sell	-462	Closed	-$214K	–	124
2021 Q4	$214K	Sell	462 -102	-18%	-$42.9K	0.11%	115
2021 Q3	$210K	Buy	564 +6	+1%	+$2.28K	0.13%	108
2021 Q2	$213K	Buy	+558	New	+$213K	0.13%	117
2021 Q1	–	Sell	-632	Closed	-$203K	–	121
2020 Q4	$203K	Buy	+632	New	+$194K	0.14%	110

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Sustainable Insight Capital Management's ELV Position: Q2 2023 in Review

Sustainable Insight Capital Management sold out of Elevance Health (ELV) in Q2 2023, closing a stake of 531 shares — an estimated $244K sold.

Sustainable Insight Capital Management first reported a position in ELV in Q4 2020 and held it in 6 quarters. The position peaked at $311K in Q4 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q2 2023.

Sustainable Insight Capital Management reported no remaining Elevance Health position as of Q2 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 531 Elevance Health shares in Q2 2023, an estimated $244K.
Sustainable Insight Capital Management first reported a position in Elevance Health in Q4 2020 and held it in 6 quarters.
Sustainable Insight Capital Management's Elevance Health position peaked at $311K in Q4 2022.
1,523 funds tracked by Wall St. Rank held Elevance Health as of Q2 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.