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Vista Capital Partners’s Elevance Health ELV Stock Holding History

Vista Capital Partners’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
-450
Closed -$212K – 97
2023
Q4 		$212K Buy
+450
New +$208K 0.03% 82

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Geode Capital Management
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Sanders Capital
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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

Vista Capital Partners's ELV Position: Q1 2024 in Review

Vista Capital Partners sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 450 shares — an estimated $212K sold.

Vista Capital Partners first reported a position in ELV in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Vista Capital Partners reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Vista Capital Partners sold 450 Elevance Health shares in Q1 2024, an estimated $212K.
  • Vista Capital Partners first reported a position in Elevance Health in Q4 2023 and held it in 1 quarter.
  • Vista Capital Partners's Elevance Health position peaked at $212K in Q4 2023.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Vista Capital Partners's 13F filing for Q1 2024, filed 3 May 2024.