ELV — ANTHEM INC

Ownership history in Executive Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in ANTHEM INC (ELV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.39% (2024 Q3)
Avg. % of fund
0.47%
First filed
2019 Q1
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 20,963 +20,801 +12840.1% 1.39% $10.9M $504.94
2019 Q2 UNCHANGED 162 — 0% 0.01% $46K $257.05
2019 Q1 INITIATED 162 — — 0.01% $46K —
% of Fund (quarterly)    ELV price (monthly, adj. close)

Other funds also holding ELV

As of 2025 Q4 — sorted by position size

8 KNOTS MANAGEMENT, LLC 20.66% High Ground Investment Management LLP 3Y 16.64% Brave Warrior Advisors, LLC 3Y 7Y 10.28% Hyperion Capital Advisors LP 3Y 8.86% BAUPOST GROUP LLC/MA 3Y 7Y 8.43% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 7.79% Immersion Capital LLP 3Y 7Y 7.3% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 6.13% Focused Investors LLC 3Y 7Y 5.83% TenCore Partners, LP 3Y 5.55%
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