1858 Wealth Management’s Elevance Health ELV Stock Holding History

1858 Wealth Management’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-464	Closed	-$241K	–	127
2024 Q3	$241K	Sell	464 -14	-3%	-$7.48K	0.2%	100
2024 Q2	$259K	Sell	478 -1	-0.2%	-$529	0.22%	89
2024 Q1	$226K	Hold	479	–	–	0.21%	107
2023 Q4	$226K	Buy	+479	New	+$221K	0.21%	107

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

1858 Wealth Management's ELV Position: Q4 2024 in Review

1858 Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 464 shares — an estimated $241K sold.

1858 Wealth Management first reported a position in ELV in Q4 2023 and held it in 4 quarters. The position peaked at $259K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

1858 Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
1858 Wealth Management sold 464 Elevance Health shares in Q4 2024, an estimated $241K.
1858 Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 4 quarters.
1858 Wealth Management's Elevance Health position peaked at $259K in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on 1858 Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.