GREENUP STREET WEALTH MANAGEMENT LLC ELV — ANTHEM INC

Ownership history in GREENUP STREET WEALTH MANAGEMENT LLC  ·  10 quarters on record

AI Ownership Summary

GREENUP STREET WEALTH MANAGEMENT LLC reported ANTHEM INC (ELV) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.11% in 2024 Q2. The latest visible filing shows ELV at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENUP STREET WEALTH MANAGEMENT LLC's position in ANTHEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ELV was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ELV stock page GREENUP STREET WEALTH MANAGEMENT LLC fund profile GREENUP STREET WEALTH MANAGEMENT LLC full holdings
How GREENUP STREET WEALTH MANAGEMENT LLC held ELV — position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,163 +4,095 +67.5% 0.42% $3.0M 2026-04-20 $319.36
2025 Q4 UNCHANGED — — — 6,068 — 0% 0.30% $2.0M 2026-01-22 $369.96
2025 Q3 ADDED — — — 6,068 +108 +1.8% 0.30% $2.0M 2025-10-16 $344.27
2025 Q2 ADDED — — — 5,960 +161 +2.8% 0.40% $2.3M 2025-07-30 $288.68
2025 Q1 REDUCED 5.4% -10.2% ✅ 5,799 -332 -5.4% 0.50% $2.5M 2025-04-21 $398.19
2024 Q3 REDUCED 29.5% -28.8% ✅ 6,131 -2,563 -29.5% 0.66% $3.2M 2024-10-16 $482.57
2024 Q2 ADDED — — — 8,694 +319 +3.8% 1.11% $4.7M 2024-07-22 $487.83
2024 Q1 ADDED — — — 8,375 +5,056 +152.3% 1.09% $4.3M 2024-05-06 $511.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ELV

As of 2026 Q1 — sorted by position size

Focused Investors LLC 3Y 7Y 4.85% Unison Asset Management LLC 3Y 3.8% Maj Invest Holding A/S 3Y 7Y 3.35% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.17% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.11% Marathon Asset Management Ltd 3Y 3.01% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 2.57% Allen Mooney & Barnes Investment Advisors LLC 2.09% TWIN CITY PRIVATE WEALTH, LLC 2.03% Munich Reinsurance Co Stock Corp in Munich 1.97%

FAQ About GREENUP STREET WEALTH MANAGEMENT LLC and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENUP STREET WEALTH MANAGEMENT LLC reported owning ELV?

GREENUP STREET WEALTH MANAGEMENT LLC reported ELV across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ELV position in GREENUP STREET WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ELV was 1.11% in 2024 Q2.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2026 Q1, when GREENUP STREET WEALTH MANAGEMENT LLC reported 10,163 shares, equal to 0.42% of portfolio, with an estimated market value of $3.0M.

What does the chart on this ELV ownership page compare?

The chart compares GREENUP STREET WEALTH MANAGEMENT LLC's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREENUP STREET WEALTH MANAGEMENT LLC time their ELV position?

Based on 13F filing dates vs. subsequent ELV price moves, GREENUP STREET WEALTH MANAGEMENT LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on ELV relative to SPY over the holding period was -28.5%.

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