SYSTM Wealth Solutions’s Elevance Health ELV Stock Holding History

SYSTM Wealth Solutions’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	$155K	Sell	299 -13,381	-98%	-$7.15M	4.72%	3
2024 Q2	$7.41M	Sell	13,680 -4,053	-23%	-$2.14M	1.65%	9
2024 Q1	$9.2M	Buy	17,733 +3,131	+21%	+$1.56M	1.16%	10
2023 Q4	$6.89M	Buy	14,602 +1,113	+8%	+$515K	0.95%	12
2023 Q3	$5.87M	Buy	13,489 +1,261	+10%	+$572K	0.9%	17
2023 Q2	$5.43M	Sell	12,228 -585	-5%	-$270K	0.74%	24
2023 Q1	$5.89M	Sell	12,813 -630	-5%	-$300K	0.91%	21
2022 Q4	$6.9M	Buy	+13,443	New	+$6.83M	0.86%	18

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

SYSTM Wealth Solutions's ELV Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Elevance Health (ELV) stake by 98% in Q3 2024, selling an estimated $7.15M and leaving 299 shares worth $155K. The position accounts for 4.72% of the portfolio, ranked #3.

SYSTM Wealth Solutions first reported a position in ELV in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.2M in Q1 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

SYSTM Wealth Solutions held 299 shares of Elevance Health worth $155K as of Q3 2024.
SYSTM Wealth Solutions sold 13,381 Elevance Health shares in Q3 2024, an estimated $7.15M.
Elevance Health made up 4.72% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #3 holding.
SYSTM Wealth Solutions first reported a position in Elevance Health in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Elevance Health position peaked at $9.2M in Q1 2024.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.