ZIG
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Zullo Investment Group’s Elevance Health ELV Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-24
Closed -$12.3K – 298
2022
Q4 		$12.3K Hold
24
– – 0.01% 463
2022
Q3 		$11K Sell
24
-25
-51% -$12K 0.01% 466
2022
Q2 		$24K Buy
49
+15
+44% +$7.42K 0.02% 377
2022
Q1 		$17K Sell
34
-15
-31% -$6.86K 0.01% 451
2021
Q4 		$23K Buy
+49
New +$20.6K 0.01% 406

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zullo Investment Group's ELV Position: Q1 2023 in Review

Zullo Investment Group sold out of Elevance Health (ELV) in Q1 2023, closing a stake of 24 shares — an estimated $12.3K sold.

Zullo Investment Group first reported a position in ELV in Q4 2021 and held it in 5 quarters. The position peaked at $24K in Q2 2022. 1,516 funds tracked by Wall St. Rank hold ELV as of Q1 2023.

  • Zullo Investment Group reported no remaining Elevance Health position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 24 Elevance Health shares in Q1 2023, an estimated $12.3K.
  • Zullo Investment Group first reported a position in Elevance Health in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Elevance Health position peaked at $24K in Q2 2022.
  • 1,516 funds tracked by Wall St. Rank held Elevance Health as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.