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Baldwin Wealth Partners’s Elevance Health ELV Stock Holding History

Baldwin Wealth Partners’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
-206
Closed -$107K – 473
2024
Q3 		$107K Buy
+206
New +$110K 0.01% 407
2017
Q1 		– Sell
-7
Closed -$1K – 505
2016
Q4 		$1K Hold
7
– – ﹤0.01% 499
2016
Q3 		$1K Hold
7
– – ﹤0.01% 519
2016
Q2 		$1K Buy
+7
New +$958 ﹤0.01% 446

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Baldwin Wealth Partners's ELV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 206 shares — an estimated $107K sold.

Baldwin Wealth Partners first reported a position in ELV in Q2 2016 and held it in 4 quarters. The position peaked at $107K in Q3 2024. 1,606 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 206 Elevance Health shares in Q4 2024, an estimated $107K.
  • Baldwin Wealth Partners first reported a position in Elevance Health in Q2 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's Elevance Health position peaked at $107K in Q3 2024.
  • 1,606 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

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