SEC 13F Intelligence

Greystone Financial Group, LLC / ELV

Greystone Financial Group, LLC’s Elevance Health Inc Formerly Position

Does Greystone Financial Group, LLC own Elevance Health Inc Formerly (ELV)? Not currently — the last reported position was 19.4K shares worth $10M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q3 2024
Shares
19.4K
% of Portfolio
+1.80%
Quarters Held
6
position exited

Position History ELV

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $5MQ4 ’23Q1 ’24: $10MQ1 ’24Q2 ’24: $9MQ2 ’24Q3 ’24: $10MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202419.4K$10M+1.80%
Q2 202416.7K$9M+1.77%
Q1 202418.6K$10M+1.93%
Q4 202311.2K$5M+1.22%
Q3 20239.9K$4M+1.08%
Q2 20237.9K$3M+0.81%

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