SWA
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Sutton Wealth Advisors’s Elevance Health ELV Stock Holding History

Sutton Wealth 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
Q3 		$33.1K Sell
76
-16
-17% -$7.26K 0.02% 282
2023
Q2 		$40.9K Hold
92
– – 0.02% 247
2023
Q1 		$42.3K Sell
92
-1,030
-92% -$490K 0.02% 215
2022
Q4 		$576K Buy
1,122
+14
+1% +$7.11K 0.22% 72
2022
Q3 		$503K Sell
1,108
-174
-14% -$83.3K 0.21% 79
2022
Q2 		$619K Buy
1,282
+3
+0.2% +$1.48K 0.25% 68
2022
Q1 		$628K Buy
1,279
+8
+0.6% +$3.66K 0.22% 75
2021
Q4 		$589K Hold
1,271
– – 0.2% 80
2021
Q3 		$474K Buy
1,271
+2
+0.2% +$760 0.17% 89
2021
Q2 		$485K Hold
1,269
– – 0.18% 93
2021
Q1 		$456K Hold
1,269
– – 0.18% 89
2020
Q4 		$407K Buy
1,269
+4
+0.3% +$1.23K 0.17% 98
2020
Q3 		$340K Buy
1,265
+7
+0.6% +$1.88K 0.16% 100
2020
Q2 		$331K Sell
1,258
-2
-0.2% -$534 0.17% 101
2020
Q1 		$286K Buy
1,260
+8
+0.6% +$2.18K 0.18% 94
2019
Q4 		$378K Buy
1,252
+8
+0.6% +$2.2K 0.19% 89
2019
Q3 		$299K Hold
1,244
– – 0.17% 103
2019
Q2 		$351K Sell
1,244
-4
-0.3% -$1.09K 0.2% 90
2019
Q1 		$358K Buy
1,248
+4
+0.3% +$1.16K 0.21% 87
2018
Q4 		$327K Buy
1,244
+170
+16% +$46.7K 0.21% 85
2018
Q3 		$294K Hold
1,074
– – 0.19% 94
2018
Q2 		$256K Hold
1,074
– – 0.18% 96
2018
Q1 		$236K Hold
1,074
– – 0.17% 105
2017
Q4 		$242K Hold
1,074
– – 0.18% 104
2017
Q3 		$204K Hold
1,074
– – 0.16% 115
2017
Q2 		$202K Buy
1,074
+12
+1% +$2.16K 0.16% 114
2017
Q1 		$176K Buy
1,062
+4
+0.4% +$636 0.15% 115
2016
Q4 		$152K Buy
1,058
+3
+0.3% +$402 0.14% 134
2016
Q3 		$132K Hold
1,055
– – 0.12% 143
2016
Q2 		$139K Hold
1,055
– – 0.13% 138
2016
Q1 		$147K Buy
+1,055
New +$141K 0.14% 128

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's ELV Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Elevance Health (ELV) stake by 17% in Q3 2023, selling an estimated $7.26K and leaving 76 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #282.

Sutton Wealth Advisors first reported a position in ELV in Q1 2016 and has held it in 31 quarters since. The position peaked at $628K in Q1 2022. 1,524 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • Sutton Wealth Advisors held 76 shares of Elevance Health worth $33.1K as of Q3 2023.
  • Sutton Wealth Advisors sold 16 Elevance Health shares in Q3 2023, an estimated $7.26K.
  • Elevance Health made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #282 holding.
  • Sutton Wealth Advisors first reported a position in Elevance Health in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Elevance Health position peaked at $628K in Q1 2022.
  • 1,524 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.