Number of Shares
6,174.00
Current Holdings Value*
$2.60 Mil
% of Portfolio
0.55%
Total Estimate Gain
$8.66 Mil
% of Total Estimate Gain
26.38%

Disciplined U.S. Equity Portfolio's Elevance Health Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Equity Portfolio held 6,174.00 shares of Elevance Health Inc(ELV), totaling $2.60 Mil. This investment constitutes 0.55% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0% of the outstanding Elevance Health Inc(ELV) stock.

The initial trade took place in 2019Q4. In addition, there have been 7 sales at an average price of $328.89 for 120,984.00 shares. Based on historical transaction data and ELV's current price of $277.09, Disciplined U.S. Equity Portfolio's estimated gain on his ELV holdings is $8.66 Mil, reflecting a 26.38% gain to date.

Disciplined U.S. Equity Portfolio ELV ($277.09) Holding Chart

Disciplined U.S. Equity Portfolio ELV ($277.09) 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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