Tru Independence Asset Management 2’s Elevance Health ELV Stock Holding History

Tru Independence Asset Management 2’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 Q2	–	Sell	-3,454	Closed	-$1.7M	–	77
2022 Q1	$1.7M	Buy	3,454 +240	+7%	+$110K	0.97%	21
2021 Q4	$1.49M	Buy	3,214 +1,391	+76%	+$585K	0.79%	27
2021 Q3	$680K	Buy	1,823 +155	+9%	+$58.9K	0.48%	44
2021 Q2	$637K	Buy	1,668 +32	+2%	+$12.2K	0.43%	51
2021 Q1	$587K	Buy	1,636 +163	+11%	+$52.4K	0.46%	56
2020 Q4	$473K	Buy	+1,473	New	+$452K	0.4%	60

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tru Independence Asset Management 2's ELV Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Elevance Health (ELV) in Q2 2022, closing a stake of 3,454 shares — an estimated $1.7M sold.

Tru Independence Asset Management 2 first reported a position in ELV in Q4 2020 and held it in 6 quarters. The position peaked at $1.7M in Q1 2022. 1,439 funds tracked by Wall St. Rank hold ELV as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining Elevance Health position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 3,454 Elevance Health shares in Q2 2022, an estimated $1.7M.
Tru Independence Asset Management 2 first reported a position in Elevance Health in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's Elevance Health position peaked at $1.7M in Q1 2022.
1,439 funds tracked by Wall St. Rank held Elevance Health as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.