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Axiom Investors’s Elevance Health ELV Stock Holding History

Axiom Investors’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
Q3 		– Sell
-119,739
Closed -$64.9M – 136
2024
Q2 		$64.9M Sell
119,739
-18,611
-13% -$9.84M 0.57% 32
2024
Q1 		$71.7M Sell
138,350
-16,334
-11% -$8.12M 0.63% 35
2023
Q4 		$72.9M Buy
154,684
+40,624
+36% +$18.8M 0.72% 36
2023
Q3 		$49.7M Sell
114,060
-12,427
-10% -$5.64M 0.71% 36
2023
Q2 		$56.2M Buy
126,487
+19,927
+19% +$9.19M 0.84% 35
2023
Q1 		$49M Sell
106,560
-6,874
-6% -$3.27M 0.81% 34
2022
Q4 		$58.2M Buy
113,434
+93,820
+478% +$47.6M 1.15% 28
2022
Q3 		$8.91M Sell
19,614
-1,298
-6% -$621K 0.19% 67
2022
Q2 		$10.1M Buy
+20,912
New +$10.3M 0.3% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axiom Investors's ELV Position: Q3 2024 in Review

Axiom Investors sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 119,739 shares — an estimated $64.9M sold.

Axiom Investors first reported a position in ELV in Q2 2022 and held it in 9 quarters. The position peaked at $72.9M in Q4 2023. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Axiom Investors reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Axiom Investors sold 119,739 Elevance Health shares in Q3 2024, an estimated $64.9M.
  • Axiom Investors first reported a position in Elevance Health in Q2 2022 and held it in 9 quarters.
  • Axiom Investors's Elevance Health position peaked at $72.9M in Q4 2023.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Axiom Investors's 13F filing for Q3 2024, filed 12 Nov 2024.