YorkBridge Wealth Partners’s Elevance Health ELV Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-681	Closed	-$309K	–	264
2022 Q3	$309K	Sell	681 -161	-19%	-$77K	0.08%	189
2022 Q2	$406K	Buy	+842	New	+$417K	0.11%	150
2019 Q3	–	Sell	-1,138	Closed	-$321K	–	309
2019 Q2	$321K	Sell	1,138 -226	-17%	-$61.7K	0.14%	132
2019 Q1	$391K	Sell	1,364 -52	-4%	-$15K	0.18%	114
2018 Q4	$372K	Hold	1,416	–	–	0.2%	112
2018 Q3	$391K	Hold	1,416	–	–	0.18%	119
2018 Q2	$337K	Sell	1,416 -107	-7%	-$24.8K	0.15%	137
2018 Q1	$336K	Hold	1,523	–	–	0.15%	130
2017 Q4	$351K	Sell	1,523 -23	-1%	-$4.9K	0.17%	125
2017 Q3	$294K	Hold	1,546	–	–	0.15%	133
2017 Q2	$293K	Hold	1,546	–	–	0.16%	129
2017 Q1	$280K	Buy	1,546 +54	+4%	+$8.59K	0.15%	136
2016 Q4	$216K	Buy	+1,492	New	+$200K	0.13%	152

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

YorkBridge Wealth Partners's ELV Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Elevance Health (ELV) in Q4 2022, closing a stake of 681 shares — an estimated $309K sold.

YorkBridge Wealth Partners first reported a position in ELV in Q4 2016 and held it in 13 quarters. The position peaked at $406K in Q2 2022. 1,548 funds tracked by Wall St. Rank hold ELV as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Elevance Health position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 681 Elevance Health shares in Q4 2022, an estimated $309K.
YorkBridge Wealth Partners first reported a position in Elevance Health in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's Elevance Health position peaked at $406K in Q2 2022.
1,548 funds tracked by Wall St. Rank held Elevance Health as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.