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Tandem Investment Advisors’s Elevance Health ELV Stock Holding History

Tandem Investment 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
2024
Q1 		– Sell
-718
Closed -$339K – 88
2023
Q4 		$339K Buy
718
+16
+2% +$7.4K 0.01% 68
2023
Q3 		$306K Sell
702
-72
-9% -$32.7K 0.01% 68
2023
Q2 		$344K Sell
774
-10
-1% -$4.61K 0.02% 65
2023
Q1 		$360K Buy
784
+19
+2% +$9.04K 0.02% 63
2022
Q4 		$392K Sell
765
-25
-3% -$12.7K 0.02% 65
2022
Q3 		$359K Sell
790
-13
-2% -$6.22K 0.02% 67
2022
Q2 		$388K Sell
803
-134
-14% -$66.3K 0.02% 60
2022
Q1 		$460K Sell
937
-43
-4% -$19.7K 0.03% 53
2021
Q4 		$454K Buy
980
+1
+0.1% +$421 0.03% 57
2021
Q3 		$365K Hold
979
– – 0.03% 59
2021
Q2 		$374K Sell
979
-11
-1% -$4.2K 0.03% 51
2021
Q1 		$355K Sell
990
-101
-9% -$32.5K 0.03% 56
2020
Q4 		$350K Buy
1,091
+66
+6% +$20.3K 0.04% 54
2020
Q3 		$275K Sell
1,025
-97
-9% -$26.1K 0.03% 59
2020
Q2 		$295K Buy
+1,122
New +$299K 0.04% 57

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

Tandem Investment Advisors's ELV Position: Q1 2024 in Review

Tandem Investment Advisors sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 718 shares — an estimated $339K sold.

Tandem Investment Advisors first reported a position in ELV in Q2 2020 and held it in 15 quarters. The position peaked at $460K in Q1 2022. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Tandem Investment Advisors reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 718 Elevance Health shares in Q1 2024, an estimated $339K.
  • Tandem Investment Advisors first reported a position in Elevance Health in Q2 2020 and held it in 15 quarters.
  • Tandem Investment Advisors's Elevance Health position peaked at $460K in Q1 2022.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Tandem Investment Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.