Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Elevance Health, Inc. (ELV)
← All ELV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 39,814 0.04 Reduce 64.67% 0.09 $274.84–383.00 · VW $319.40i $11,655,549 SEC
2025   Q4 112,683 0.14 Reduce 4.02% <0.01 $300.81–364.87 · VW $335.07i $39,501,026 SEC
2025   Q3 117,407 0.17 Add 97.89% 0.08 $273.71–400.53 · VW $314.62i $37,936,550 SEC
2025   Q2 59,330 0.14 Reduce 16.12% 0.04 $357.45–458.75 · VW $400.06i $23,076,997 SEC
2025   Q1 70,736 0.26 Add 31.76% 0.06 $364.62–438.57 · VW $403.19i $30,767,331 SEC
2024   Q4 53,686 0.19 Add 101.43% 0.09 $362.21–524.68 · VW $412.84i $19,804,765 SEC
2024   Q3 26,653 0.14 Add 125.62% 0.08 $494.17–567.26 · VW $533.47i $13,859,560 SEC
2024   Q2 11,813 0.08 Add 211.69% 0.06 $491.18–550.34 · VW $527.59i $6,400,992 SEC
2024   Q1 3,790 0.03 Reduce 63.95% 0.06 $449.02–521.18 · VW $494.66i $1,965,267 SEC
2023   Q4 10,514 0.09 Add 4.11% <0.01 $431.38–489.00 · VW $464.09i $4,957,982 SEC
2023   Q3 10,099 0.09 Add 33.80% 0.02 $412.00–480.96 · VW $450.65i $4,397,307 SEC
2023   Q2 7,548 0.07 Add 15.96% 0.01 $428.87–498.40 · VW $458.14i $3,353,501 SEC
2023   Q1 6,509 0.07 Add 4.88% <0.01 $440.31–511.97 · VW $476.42i $2,992,903 SEC
2022   Q4 6,206 0.09 Reduce 69.92% 0.20 $453.90–549.52 · VW $517.22i $3,183,492 SEC
2022   Q3 20,635 0.28 Reduce 8.84% 0.03 $440.02–512.99 · VW $475.75i $9,373,000 SEC
2022   Q2 22,637 0.35 Reduce 11.89% 0.05 $443.92–533.68 · VW $495.34i $10,924,000 SEC
2022   Q1 25,691 0.39 Reduce 9.17% 0.04 $420.73–505.95 · VW $460.14i $12,620,000 SEC
2021   Q4 28,285 0.42 Add 47.11% 0.14 $363.37–470.02 · VW $423.65i $13,111,000 SEC
2021   Q3 19,227 0.29 Reduce 3.44% 0.01 $355.43–402.23 · VW $379.68i $7,168,000 SEC
2021   Q2 19,912 0.32 Add 62.16% 0.12 $349.05–406.00 · VW $383.25i $7,602,000 SEC
2021   Q1 12,279 0.20 Reduce 41.67% 0.09 $286.04–379.13 · VW $322.19i $4,408,000 SEC
2020   Q4 21,052 0.22 Reduce 44.16% 0.14 $264.44–338.20 · VW $302.14i $6,760,000 SEC
2020   Q3 37,703 0.33 Reduce 25.23% 0.10 $244.10–288.00 · VW $271.12i $10,127,000 SEC
2020   Q2 50,422 0.40 Add 489.80% 0.33 $199.17–301.66 · VW $267.92i $13,260,000 SEC
2020   Q1 8,549 0.05 Add 12.25% <0.01 $171.03–309.10 · VW $252.96i $1,941,000 SEC
2019   Q4 7,616 0.04 Reduce 89.69% 0.28 $234.69–307.38 · VW $278.57i $2,300,000 SEC
2019   Q3 73,880 0.32 Add 634.83% 0.27 $235.45–312.48 · VW $268.84i $17,739,000 SEC
2019   Q2 10,054 0.05 Reduce 36.95% 0.02 $227.16–294.86 · VW $269.41i $2,837,000 SEC
2019   Q1 15,945 0.07 Reduce 10.44% <0.01 $241.18–317.99 · VW $292.62i $4,576,000 SEC
2018   Q4 17,804 0.07 Reduce 72.01% 0.17 $246.57–300.57 · VW $274.90i $4,676,000 SEC
2018   Q3 63,599 0.24 Add 262.43% 0.18 $235.38–276.00 · VW $259.59i $17,429,000 SEC
2018   Q2 17,548 0.06 Add 276.32% 0.04 $217.49–246.82 · VW $231.87i $4,177,000 SEC
2018   Q1 4,663 0.01 Reduce 87.15% 0.10 $215.52–267.95 · VW $236.06i $1,024,000 SEC
2017   Q4 36,283 0.12 Reduce 4.05% <0.01 $182.31–236.39 · VW $217.58i $8,164,000 SEC
2017   Q3 37,813 0.11 Add 3.58% <0.01 $179.40–198.98 · VW $189.69i $7,180,000 SEC
2017   Q2 36,505 0.10 Add 9.30% <0.01 $163.87–194.94 · VW $182.27i $6,868,000 SEC
2017   Q1 33,398 0.07 Add 17.57% 0.01 $140.50–170.79 · VW $159.19i $5,523,000 SEC
2016   Q4 28,408 0.05 Add 47.16% 0.02 $114.85–148.26 · VW $132.89i $4,084,000 SEC
2016   Q3 19,304 0.03 Reduce 44.48% 0.03 $122.52–143.18 · VW $129.19i $2,419,000 SEC
2016   Q2 34,769 0.06 Buy 0.06 $122.91–148.00 · VW $134.85i $4,567,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.12 $115.63–144.69 · VW $132.46i SEC
2015   Q4 78,913 0.12 Reduce 1.05% <0.01 $126.25–149.87 · VW $137.27i $11,004,000 SEC
2015   Q3 79,751 0.11 Add 38.20% 0.03 $134.62–165.93 · VW $147.89i $11,165,000 SEC
2015   Q2 57,708 0.08 Add 875.29% 0.07 $148.29–173.59 · VW $161.56i $9,472,000 SEC
2015   Q1 5,917 <0.01 Reduce 13.43% <0.01 $122.86–160.64 · VW $143.04i $914,000 SEC
2014   Q4 6,835 <0.01 Buy <0.01 $108.92–129.96 · VW $123.63i $859,000 SEC
Price snapshot:
Current price$425.17
Avg. buy price$380.86
+/- since buy11.64%
52-week low$268.08
52-week high$427.64