Disciplined Value Fund ELV Holdings History
Disciplined Value Fund's Elevance Health Inc Holding Summary
As of 2025-03-31, Disciplined Value Fund held 278,973.00 shares of Elevance Health Inc(ELV), totaling $121.34 Mil. This investment constitutes 0.77% of their stock portfolio, and Disciplined Value Fund now holds 0.12% of the outstanding Elevance Health Inc(ELV) stock.
The initial trade took place in 2019Q3. And since then Disciplined Value Fund has made 2 purchases of ELV, at an average price of $273.76, for a total of 929,343.00 shares. In addition, there have been 3 sales at an average price of $381.61 for 650,370.00 shares. Based on historical transaction data and ELV's current price of $292.22, Disciplined Value Fund's estimated gain on his ELV holdings is $75.29 Mil, reflecting a 29.59% gain to date.
Disciplined Value Fund ELV ($292.22) Holding Chart
Disciplined Value Fund ELV ($292.22) 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 % |
Top Ranked Articles
- 1