ELV ANTHEM INC

Ownership history in OPPENHEIMER & CO INC  ·  44 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported ANTHEM INC (ELV) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows ELV at 0.01% 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 OPPENHEIMER & CO INC'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
2025 Q3

ELV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How OPPENHEIMER & CO INC held ELV — position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,478 -3,044 -55.1% 0.01% $801K 2025-11-06 $310.91
2025 Q2 REDUCED 5,522 -222 -3.9% 0.03% $2.1M 2025-07-31 $278.38
2025 Q1 ADDED 5,744 +123 +2.2% 0.04% $2.5M 2025-04-23 $417.95
2024 Q4 ADDED 5,621 +122 +2.2% 0.03% $2.1M 2025-02-05 $392.11
2024 Q3 REDUCED 5,499 -68 -1.2% 0.04% $2.9M 2024-11-05 $405.67
2024 Q2 REDUCED 5,567 -434 -7.2% 0.05% $3.0M 2024-08-08 $509.74
2024 Q1 ADDED 6,001 +285 +5.0% 0.05% $3.1M 2024-05-07 $517.51
2023 Q4 REDUCED 5,716 -154 -2.6% 0.05% $2.7M 2024-02-13 $486.15
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and ELV

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

How long has OPPENHEIMER & CO INC reported owning ELV?

OPPENHEIMER & CO INC reported ELV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ELV position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for ELV was 0.05% in 2024 Q1.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 2,478 shares, equal to 0.01% of portfolio, with an estimated market value of $801K.

What does the chart on this ELV ownership page compare?

The chart compares OPPENHEIMER & CO INC'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.

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