SEC 13F Intelligence

Unique Wealth Strategies, LLC / ELV

Unique Wealth Strategies, LLC’s Elevance Health Inc Formerly Position

Does Unique Wealth Strategies, LLC own Elevance Health Inc Formerly (ELV)? Yes — 5.2K shares worth $3M (+1.26% of its 13F portfolio) as of Q2 2024.

Position Value
$3M
Q2 2024
Shares
5.2K
% of Portfolio
+1.26%
Quarters Held
3
currently held

Position History ELV

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20245.2K$3M+1.26%
Q1 20245.2K$3M+1.32%
Q4 20235.1K$2M+1.61%

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