Fundamental Equity Income Fund ELV Holdings History
Fundamental Equity Income Fund's Elevance Health Inc Holding Summary
As of 2025-03-31, Fundamental Equity Income Fund held 1,379.00 shares of Elevance Health Inc(ELV), totaling $599,810.00. This investment constitutes 5.28% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding Elevance Health Inc(ELV) stock.
The initial trade took place in 2022Q4. And since then Fundamental Equity Income Fund has made 7 purchases of ELV, at an average price of $447.27, for a total of 1,379.00 shares. Based on historical transaction data and ELV's current price of $347.84, Fundamental Equity Income Fund's estimated gain on his ELV holdings is $-137,118.12, reflecting a -22.23% gain to date.
Fundamental Equity Income Fund ELV ($347.84) Holding Chart
Fundamental Equity Income Fund ELV ($347.84) 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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