WTG
ELV icon

West Tower Group’s Elevance Health ELV Stock Holding History

West Tower Group’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
-74
Closed -$34.9K – 219
2023
Q4 		$34.9K Buy
+74
New +$34.2K 0.07% 225
2023
Q3 		– Sell
-123
Closed -$54.6K – 666
2023
Q2 		$54.6K Buy
+123
New +$56.7K 0.04% 195

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
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

West Tower Group's ELV Position: Q1 2024 in Review

West Tower Group sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 74 shares — an estimated $34.9K sold.

West Tower Group first reported a position in ELV in Q2 2023 and held it in 2 quarters. The position peaked at $54.6K in Q2 2023. 1,666 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • West Tower Group reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 74 Elevance Health shares in Q1 2024, an estimated $34.9K.
  • West Tower Group first reported a position in Elevance Health in Q2 2023 and held it in 2 quarters.
  • West Tower Group's Elevance Health position peaked at $54.6K in Q2 2023.
  • 1,666 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.