Aurora Private Wealth’s Elevance Health ELV Stock Holding History

Aurora Private Wealth’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	-445	Closed	-$231K	–	159
2024 Q3	$231K	Hold	445	–	–	0.18%	136
2024 Q2	$241K	Hold	445	–	–	0.21%	125
2024 Q1	$230K	Hold	445	–	–	0.2%	135
2023 Q4	$210K	Buy	+445	New	+$206K	0.2%	146
2023 Q2	–	Sell	-445	Closed	-$205K	–	140
2023 Q1	$205K	Hold	445	–	–	0.22%	139
2022 Q4	$228K	Sell	445 -150	-25%	-$76.2K	0.26%	120
2022 Q3	$270K	Hold	595	–	–	0.12%	122
2022 Q2	$287K	Hold	595	–	–	0.13%	117
2022 Q1	$292K	Sell	595 -29	-5%	-$13.3K	0.12%	138
2021 Q4	$289K	Buy	624 +29	+5%	+$12.2K	0.13%	140
2021 Q3	$222K	Sell	595 -55	-8%	-$20.9K	0.09%	188
2021 Q2	$248K	Hold	650	–	–	0.1%	171
2021 Q1	$233K	Hold	650	–	–	0.1%	178
2020 Q4	$209K	Buy	+650	New	+$199K	0.09%	199
2020 Q2	–	Sell	-1,270	Closed	-$288K	–	188
2020 Q1	$288K	Buy	1,270 +574	+82%	+$156K	0.1%	174
2019 Q4	$210K	Buy	+696	New	+$192K	0.07%	184

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

Aurora Private Wealth's ELV Position: Q4 2024 in Review

Aurora Private Wealth sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 445 shares — an estimated $231K sold.

Aurora Private Wealth first reported a position in ELV in Q4 2019 and held it in 16 quarters. The position peaked at $292K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Aurora Private Wealth reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Aurora Private Wealth sold 445 Elevance Health shares in Q4 2024, an estimated $231K.
Aurora Private Wealth first reported a position in Elevance Health in Q4 2019 and held it in 16 quarters.
Aurora Private Wealth's Elevance Health position peaked at $292K in Q1 2022.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Aurora Private Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.