Teamwork Financial Advisors’s Elevance Health ELV Stock Holding History

Teamwork Financial 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
2022 Q3	–	Sell	-5,433	Closed	-$2.62M	–	206
2022 Q2	$2.62M	Buy	+5,433	New	+$2.69M	0.57%	37
2022 Q1	–	Sell	-454	Closed	-$210K	–	272
2021 Q4	$210K	Buy	+454	New	+$191K	0.04%	280
2020 Q2	–	Sell	-962	Closed	-$218K	–	189
2020 Q1	$218K	Sell	962 -1,189	-55%	-$324K	0.14%	103
2019 Q4	$650K	Buy	+2,151	New	+$592K	0.39%	59

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Teamwork Financial Advisors's ELV Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of Elevance Health (ELV) in Q3 2022, closing a stake of 5,433 shares — an estimated $2.62M sold.

Teamwork Financial Advisors first reported a position in ELV in Q4 2019 and held it in 4 quarters. The position peaked at $2.62M in Q2 2022. 1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

Teamwork Financial Advisors reported no remaining Elevance Health position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 5,433 Elevance Health shares in Q3 2022, an estimated $2.62M.
Teamwork Financial Advisors first reported a position in Elevance Health in Q4 2019 and held it in 4 quarters.
Teamwork Financial Advisors's Elevance Health position peaked at $2.62M in Q2 2022.
1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.