TWM
ELV icon

Tradition Wealth Management’s Elevance Health ELV Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-203
Closed -$96K – 614
2023
Q4 		$96K Buy
203
+1
+0.5% +$462 0.01% 483
2023
Q3 		$88K Buy
202
+1
+0.5% +$454 0.01% 474
2023
Q2 		$89K Buy
201
+10
+5% +$4.61K 0.01% 476
2023
Q1 		$88K Buy
191
+9
+5% +$4.28K 0.01% 476
2022
Q4 		$93K Buy
182
+5
+3% +$2.54K 0.01% 397
2022
Q3 		$80K Buy
+177
New +$84.7K 0.01% 400

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 $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tradition Wealth Management's ELV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 203 shares — an estimated $96K sold.

Tradition Wealth Management first reported a position in ELV in Q3 2022 and held it in 6 quarters. The position peaked at $96K in Q4 2023. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Tradition Wealth Management reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 203 Elevance Health shares in Q1 2024, an estimated $96K.
  • Tradition Wealth Management first reported a position in Elevance Health in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Elevance Health position peaked at $96K in Q4 2023.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.