Welch & Forbes’s Elevance Health ELV Stock Holding History

Welch & Forbes’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 Q2	–	Sell	-431	Closed	-$223K	–	373
2024 Q1	$223K	Buy	+431	New	+$214K	﹤0.01%	365

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Welch & Forbes's ELV Position: Q2 2024 in Review

Welch & Forbes sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 431 shares — an estimated $223K sold.

Welch & Forbes first reported a position in ELV in Q1 2024 and held it in 1 quarter. The position peaked at $223K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

Welch & Forbes reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
Welch & Forbes sold 431 Elevance Health shares in Q2 2024, an estimated $223K.
Welch & Forbes first reported a position in Elevance Health in Q1 2024 and held it in 1 quarter.
Welch & Forbes's Elevance Health position peaked at $223K in Q1 2024.
1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Welch & Forbes's 13F filing for Q2 2024, filed 2 Aug 2024.