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SGRY · ELV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SGRY
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterSGRYELV
Q3 20201 holders, $3.2m30 holders, $15.0bn
Q4 2020none listed holders, n.a.29 holders, $16.7bn
Q1 20211 holders, $271k25 holders, $18.6bn
Q2 20212 holders, $484m30 holders, $19.4bn
Q3 20213 holders, $14m26 holders, $18.5bn
Q4 20215 holders, $668m29 holders, $23.3bn
Q1 20225 holders, $778m31 holders, $23.9bn
Q2 20224 holders, $470m32 holders, $23.3bn
Q3 20223 holders, $67m34 holders, $22.6bn
Q4 20225 holders, $928m34 holders, $25.5bn
Q1 20236 holders, $1.2bn39 holders, $22.5bn
Q2 20236 holders, $1.5bn38 holders, $20.6bn
Q3 20236 holders, $958m34 holders, $19.8bn
Q4 20236 holders, $1.0bn36 holders, $20.3bn
Q1 20248 holders, $1.1bn35 holders, $21.3bn
Q2 20248 holders, $469m33 holders, $22.1bn
Q3 20248 holders, $1.1bn30 holders, $20.2bn
Q4 20247 holders, $428m32 holders, $15.9bn
Q1 20257 holders, $504m28 holders, $17.1bn
Q2 20256 holders, $380m27 holders, $14.8bn
Q3 20257 holders, $375m27 holders, $12.7bn
Q4 20255 holders, $316m25 holders, $17.0bn
Q1 20265 holders, $230m26 holders, $13.6bn
Q2 20264 holders, $311m28 holders, $17.7bn
SGRY

Surgery Partners Inc

Holders
8
Reported value
$469m
Buyers
4
Sellers
3

Breadth +1 among 94 comparable managers.

ELV

Elevance Health Inc Formerly

Holders
33
Reported value
$22.1bn
Buyers
14
Sellers
21

Breadth -7 among 94 comparable managers.

Who holds both, Q2 2024

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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