Number of Shares
23,799.00
Current Holdings Value*
$10.35 Mil
% of Portfolio
0.19%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
11.89%

Advisors Asset Management, Inc.'s Elevance Health Inc Holding Summary

As of 2025-03-31, Advisors Asset Management, Inc. held 23,799.00 shares of Elevance Health Inc(ELV), totaling $10.35 Mil. This investment constitutes 0.19% of their stock portfolio, and Advisors Asset Management, Inc. now holds 0.01% of the outstanding Elevance Health Inc(ELV) stock.

The initial trade took place in 2014Q4. And since then Advisors Asset Management, Inc. has made 15 purchases of ELV, at an average price of $255.56, for a total of 67,535.00 shares. In addition, there have been 19 sales at an average price of $250.96 for 43,736.00 shares. Based on historical transaction data and ELV's current price of $350.25, Advisors Asset Management, Inc.'s estimated gain on his ELV holdings is $2.05 Mil, reflecting a 11.89% gain to date.

Advisors Asset Management, Inc. ELV ($350.25) Holding Chart

Advisors Asset Management, Inc. ELV ($350.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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