SEC 13F Intelligence

Aperio Group, LLC / ELV

Aperio Group, LLC’s Elevance Health Inc Formerly Position

Does Aperio Group, LLC own Elevance Health Inc Formerly (ELV)? Yes — 264.2K shares worth $85M (+0.25% of its 13F portfolio) as of Q4 2020, up from 257.2K shares the prior filed quarter.

Position Value
$85M
Q4 2020
Shares
264.2K
% of Portfolio
+0.25%
Quarters Held
9
currently held

Position History ELV

Reported value by quarter
Q4 ’18: $78MQ4 ’18Q1 ’19: $90MQ2 ’19: $85MQ2 ’19Q3 ’19: $70MQ4 ’19: $84MQ4 ’19Q1 ’20: $62MQ2 ’20: $69MQ2 ’20Q3 ’20: $69MQ4 ’20: $85MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2020264.2K$85M+0.25%
Q3 2020257.2K$69M+0.23%
Q2 2020261.5K$69M+0.25%
Q1 2020275.0K$62M+0.28%
Q4 2019277.6K$84M+0.30%
Q3 2019290.6K$70M+0.28%
Q2 2019302.4K$85M+0.35%
Q1 2019314.1K$90M+0.39%
Q4 2018296.8K$78M+0.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aperio Group, LLC’s full portfolio or all institutional holders of ELV.