Avitas Wealth Management’s Elevance Health ELV Stock Holding History

Avitas 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	-4,674	Closed	-$2.43M	–	195
2024 Q3	$2.43M	Buy	4,674 +67	+1%	+$35.8K	0.34%	78
2024 Q2	$2.5M	Buy	4,607 +5	+0.1%	+$2.64K	0.37%	68
2024 Q1	$2.39M	Buy	4,602 +71	+2%	+$35.3K	0.36%	73
2023 Q4	$2.14M	Buy	+4,531	New	+$2.1M	0.36%	81
2022 Q3	–	Sell	-4,904	Closed	-$2.37M	–	193
2022 Q2	$2.37M	Buy	+4,904	New	+$2.43M	0.52%	59

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

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

Avitas Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 4,674 shares — an estimated $2.43M sold.

Avitas Wealth Management first reported a position in ELV in Q2 2022 and held it in 5 quarters. The position peaked at $2.5M in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Avitas Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Avitas Wealth Management sold 4,674 Elevance Health shares in Q4 2024, an estimated $2.43M.
Avitas Wealth Management first reported a position in Elevance Health in Q2 2022 and held it in 5 quarters.
Avitas Wealth Management's Elevance Health position peaked at $2.5M in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

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