BBP
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Banco BTG Pactual’s Elevance Health ELV Stock Holding History

Banco BTG Pactual’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
-764
Closed -$397K – 194
2024
Q3 		$397K Sell
764
-1,894
-71% -$1.01M 0.1% 96
2024
Q2 		$1.42M Buy
2,658
+1,308
+97% +$691K 0.22% 74
2024
Q1 		$700K Hold
1,350
– – 0.12% 108
2023
Q4 		$633K Buy
1,350
+150
+13% +$69.4K 0.08% 83
2023
Q3 		$523K Buy
+1,200
New +$544K 0.13% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Banco BTG Pactual's ELV Position: Q4 2024 in Review

Banco BTG Pactual sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 764 shares — an estimated $397K sold.

Banco BTG Pactual first reported a position in ELV in Q3 2023 and held it in 5 quarters. The position peaked at $1.42M in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Banco BTG Pactual reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Banco BTG Pactual sold 764 Elevance Health shares in Q4 2024, an estimated $397K.
  • Banco BTG Pactual first reported a position in Elevance Health in Q3 2023 and held it in 5 quarters.
  • Banco BTG Pactual's Elevance Health position peaked at $1.42M in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Banco BTG Pactual's 13F filing for Q4 2024, filed 12 Feb 2025.