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WealthStone’s Elevance Health ELV Stock Holding History

WealthStone’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
2021
Q1 		$360K Buy
1,003
+60
+6% +$19.3K 0.13% 124
2020
Q4 		$303K Buy
943
+96
+11% +$29.5K 0.11% 130
2020
Q3 		$227K Buy
+847
New +$228K 0.1% 144
2019
Q3 		– Sell
-397
Closed -$112K – 226
2019
Q2 		$112K Buy
+397
New +$108K 0.05% 135

Other funds holding ELV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthStone's ELV Position: Q1 2021 in Review

WealthStone increased its Elevance Health (ELV) stake by 6.4% in Q1 2021, buying an estimated $19.3K and bringing the position to 1,003 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #124.

WealthStone first reported a position in ELV in Q2 2019 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold ELV as of Q1 2021.

  • WealthStone held 1,003 shares of Elevance Health worth $360K as of Q1 2021.
  • WealthStone bought 60 Elevance Health shares in Q1 2021, an estimated $19.3K.
  • Elevance Health made up 0.13% of WealthStone's portfolio in Q1 2021, its #124 holding.
  • WealthStone first reported a position in Elevance Health in Q2 2019 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Elevance Health as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.