Team Financial Group’s Elevance Health ELV Stock Holding History

Team Financial Group’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 Q4	–	Sell	-6	Closed	-$2.61K	–	229
2023 Q3	$2.61K	Buy	+6	New	+$2.72K	﹤0.01%	169

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Team Financial Group's ELV Position: Q4 2023 in Review

Team Financial Group sold out of Elevance Health (ELV) in Q4 2023, closing a stake of 6 shares — an estimated $2.61K sold.

Team Financial Group first reported a position in ELV in Q3 2023 and held it in 1 quarter. The position peaked at $2.61K in Q3 2023. 1,655 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

Team Financial Group reported no remaining Elevance Health position as of Q4 2023 after selling out during the quarter.
Team Financial Group sold 6 Elevance Health shares in Q4 2023, an estimated $2.61K.
Team Financial Group first reported a position in Elevance Health in Q3 2023 and held it in 1 quarter.
Team Financial Group's Elevance Health position peaked at $2.61K in Q3 2023.
1,655 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.