TD Ameritrade Investment Management’s Elevance Health ELV Stock Holding History

TD Ameritrade Investment 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 Q3	–	Sell	-38	Closed	-$17K	–	134
2023 Q2	$17K	Sell	38 -8	-17%	-$3.69K	﹤0.01%	295
2023 Q1	$21K	Sell	46 -24	-34%	-$11.4K	﹤0.01%	300
2022 Q4	$36K	Buy	+70	New	+$35.5K	﹤0.01%	274
2022 Q3	–	Sell	-134	Closed	-$65K	–	602
2022 Q2	$65K	Sell	134 -135	-50%	-$66.8K	﹤0.01%	280
2022 Q1	$132K	Buy	269 +5	+2%	+$2.29K	﹤0.01%	269
2021 Q4	$122K	Buy	+264	New	+$111K	﹤0.01%	278
2021 Q3	–	Sell	-202	Closed	-$77K	–	663
2021 Q2	$77K	Buy	+202	New	+$77.2K	﹤0.01%	303
2020 Q3	–	Sell	-241	Closed	-$63K	–	640
2020 Q2	$63K	Buy	241 +32	+15%	+$8.54K	﹤0.01%	289
2020 Q1	$47K	Buy	+209	New	+$57K	﹤0.01%	299

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

TD Ameritrade Investment Management's ELV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 38 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in ELV in Q1 2020 and held it in 9 quarters. The position peaked at $132K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 38 Elevance Health shares in Q3 2023, an estimated $17K.
TD Ameritrade Investment Management first reported a position in Elevance Health in Q1 2020 and held it in 9 quarters.
TD Ameritrade Investment Management's Elevance Health position peaked at $132K in Q1 2022.
1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.