TIMH
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Tilt Investment Management Holdings’s Elevance Health ELV Stock Holding History

Tilt Investment Management Holdings’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 		$454K Sell
963
-301
-24% -$139K 0.49% 52
2023
Q3 		$550K Hold
1,264
– – 0.39% 78
2023
Q2 		$562K Hold
1,264
– – 0.37% 80
2023
Q1 		$586K Buy
1,264
+161
+15% +$76.6K 0.43% 70
2022
Q4 		$566K Buy
+1,103
New +$560K 0.48% 69

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Tilt Investment Management Holdings's ELV Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Elevance Health (ELV) stake by 24% in Q4 2023, selling an estimated $139K and leaving 963 shares worth $454K. The position accounts for 0.49% of the portfolio, ranked #52.

Tilt Investment Management Holdings first reported a position in ELV in Q4 2022 and has held it in 5 quarters since. The position peaked at $586K in Q1 2023. 1,656 funds tracked by Wall St. Rank hold ELV as of Q4 2023.

  • Tilt Investment Management Holdings held 963 shares of Elevance Health worth $454K as of Q4 2023.
  • Tilt Investment Management Holdings sold 301 Elevance Health shares in Q4 2023, an estimated $139K.
  • Elevance Health made up 0.49% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #52 holding.
  • Tilt Investment Management Holdings first reported a position in Elevance Health in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Elevance Health position peaked at $586K in Q1 2023.
  • 1,656 funds tracked by Wall St. Rank held Elevance Health as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.