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Angeles Wealth Management’s Elevance Health ELV Stock Holding History

Angeles 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
-809
Closed -$421K – 373
2024
Q3 		$421K Buy
809
+10
+1% +$5.34K 0.04% 149
2024
Q2 		$433K Buy
799
+115
+17% +$60.8K 0.04% 136
2024
Q1 		$355K Buy
+684
New +$340K 0.04% 152

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Angeles Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 809 shares — an estimated $421K sold.

Angeles Wealth Management first reported a position in ELV in Q1 2024 and held it in 3 quarters. The position peaked at $433K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Angeles Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 809 Elevance Health shares in Q4 2024, an estimated $421K.
  • Angeles Wealth Management first reported a position in Elevance Health in Q1 2024 and held it in 3 quarters.
  • Angeles Wealth Management's Elevance Health position peaked at $433K in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.