Wealth Effects’s Elevance Health ELV Stock Holding History

Wealth Effects’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	-685	Closed	-$331K	–	187
2022 Q2	$331K	Buy	+685	New	+$339K	0.2%	112

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

Wealth Effects's ELV Position: Q3 2022 in Review

Wealth Effects sold out of Elevance Health (ELV) in Q3 2022, closing a stake of 685 shares — an estimated $331K sold.

Wealth Effects first reported a position in ELV in Q2 2022 and held it in 1 quarter. The position peaked at $331K in Q2 2022. 1,445 funds tracked by Wall St. Rank hold ELV as of Q3 2022.

Wealth Effects reported no remaining Elevance Health position as of Q3 2022 after selling out during the quarter.
Wealth Effects sold 685 Elevance Health shares in Q3 2022, an estimated $331K.
Wealth Effects first reported a position in Elevance Health in Q2 2022 and held it in 1 quarter.
Wealth Effects's Elevance Health position peaked at $331K in Q2 2022.
1,445 funds tracked by Wall St. Rank held Elevance Health as of Q3 2022.

Based on Wealth Effects's 13F filing for Q3 2022, filed 14 Nov 2022.