DANA EPIPHANY EQUITY FUND ELV Holdings History
DANA EPIPHANY EQUITY FUND's Elevance Health Inc Holding Summary
As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 3,500.00 shares of Elevance Health Inc(ELV), totaling $1.47 Mil. This investment constitutes 2.36% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding Elevance Health Inc(ELV) stock.
The initial trade took place in 2023Q2. And since then DANA EPIPHANY EQUITY FUND has made 4 purchases of ELV, at an average price of $456.28, for a total of 4,000.00 shares. In addition, there have been 3 sales at an average price of $468.66 for 500.00 shares. Based on historical transaction data and ELV's current price of $340.67, DANA EPIPHANY EQUITY FUND's estimated gain on his ELV holdings is $-398,446.00, reflecting a -21.83% gain to date.
DANA EPIPHANY EQUITY FUND ELV ($340.67) Holding Chart
DANA EPIPHANY EQUITY FUND ELV ($340.67) 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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