Taylor Wealth Management Partners’s Elevance Health ELV Stock Holding History

Taylor Wealth Management Partners’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 Q2	$8.24M	Sell	17,082 -1,207	-7%	-$597K	4.68%	5
2022 Q1	$8.98M	Sell	18,289 -3,026	-14%	-$1.38M	3.64%	6
2021 Q4	$9.88M	Buy	21,315 +387	+2%	+$163K	3.48%	7
2021 Q3	$7.8M	Buy	20,928 +338	+2%	+$128K	2.78%	10
2021 Q2	$7.86M	Sell	20,590 -283	-1%	-$108K	2.77%	11
2021 Q1	$7.49M	Buy	+20,873	New	+$6.71M	2.73%	11

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Taylor Wealth Management Partners's ELV Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Elevance Health (ELV) stake by 6.6% in Q2 2022, selling an estimated $597K and leaving 17,082 shares worth $8.24M. The position accounts for 4.68% of the portfolio, ranked #5.

Taylor Wealth Management Partners first reported a position in ELV in Q1 2021 and has held it in 6 quarters since. The position peaked at $9.88M in Q4 2021. 1,440 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

Taylor Wealth Management Partners held 17,082 shares of Elevance Health worth $8.24M as of Q2 2022.
Taylor Wealth Management Partners sold 1,207 Elevance Health shares in Q2 2022, an estimated $597K.
Elevance Health made up 4.68% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #5 holding.
Taylor Wealth Management Partners first reported a position in Elevance Health in Q1 2021 and has held it in 6 quarters since.
Taylor Wealth Management Partners's Elevance Health position peaked at $9.88M in Q4 2021.
1,440 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.