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Atlas Brown’s Elevance Health ELV Stock Holding History

Atlas Brown’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
-416
Closed -$216K – 209
2024
Q3 		$216K Buy
416
+5
+1% +$2.67K 0.07% 197
2024
Q2 		$223K Buy
411
+4
+1% +$2.11K 0.08% 189
2024
Q1 		$211K Buy
+407
New +$202K 0.08% 192
2023
Q1 		– Sell
-401
Closed -$206K – 178
2022
Q4 		$206K Buy
+401
New +$204K 0.1% 166

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atlas Brown's ELV Position: Q4 2024 in Review

Atlas Brown sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 416 shares — an estimated $216K sold.

Atlas Brown first reported a position in ELV in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q2 2024. 1,608 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Atlas Brown reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Atlas Brown sold 416 Elevance Health shares in Q4 2024, an estimated $216K.
  • Atlas Brown first reported a position in Elevance Health in Q4 2022 and held it in 4 quarters.
  • Atlas Brown's Elevance Health position peaked at $223K in Q2 2024.
  • 1,608 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Atlas Brown's 13F filing for Q4 2024, filed 10 Jan 2025.