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ELV icon

WealthOne’s Elevance Health ELV Stock Holding History

WealthOne’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
Q3 		$457K Sell
1,050
-1
-0.1% -$454 0.18% 46
2023
Q2 		$467K Buy
1,051
+8
+0.8% +$3.69K 0.17% 53
2023
Q1 		$480K Buy
1,043
+3
+0.3% +$1.43K 0.19% 53
2022
Q4 		$533K Buy
1,040
+3
+0.3% +$1.52K 0.22% 52
2022
Q3 		$471K Buy
1,037
+1
+0.1% +$478 0.2% 57
2022
Q2 		$500K Buy
1,036
+5
+0.5% +$2.47K 0.2% 56
2022
Q1 		$507K Buy
1,031
+2
+0.2% +$914 0.18% 63
2021
Q4 		$477K Buy
1,029
+3
+0.3% +$1.26K 0.16% 63
2021
Q3 		$382K Hold
1,026
– – 0.14% 78
2021
Q2 		$392K Buy
+1,026
New +$392K 0.15% 76
2019
Q1 		– Sell
-19
Closed -$5K – 208
2018
Q4 		$5K Buy
+19
New +$5.22K ﹤0.01% 456

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return