Boston Financial Management’s Elevance Health ELV Stock Holding History

Boston Financial 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	-434	Closed	-$226K	–	342
2024 Q3	$226K	Hold	434	–	–	0.01%	308
2024 Q2	$235K	Sell	434 -29	-6%	-$15.3K	0.01%	307
2024 Q1	$240K	Hold	463	–	–	0.01%	307
2023 Q4	$218K	Hold	463	–	–	0.01%	304
2023 Q3	$202K	Hold	463	–	–	0.01%	297
2023 Q2	$206K	Buy	+463	New	+$214K	0.01%	302
2023 Q1	–	Sell	-404	Closed	-$207K	–	314
2022 Q4	$207K	Buy	+404	New	+$205K	0.01%	311
2020 Q4	–	Sell	-1,366	Closed	-$367K	–	234
2020 Q3	$367K	Hold	1,366	–	–	0.02%	186
2020 Q2	$359K	Buy	1,366 +250	+22%	+$66.7K	0.02%	185
2020 Q1	$253K	Buy	+1,116	New	+$304K	0.02%	206

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

Boston Financial Management's ELV Position: Q4 2024 in Review

Boston Financial Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 434 shares — an estimated $226K sold.

Boston Financial Management first reported a position in ELV in Q1 2020 and held it in 10 quarters. The position peaked at $367K in Q3 2020. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Boston Financial Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Boston Financial Management sold 434 Elevance Health shares in Q4 2024, an estimated $226K.
Boston Financial Management first reported a position in Elevance Health in Q1 2020 and held it in 10 quarters.
Boston Financial Management's Elevance Health position peaked at $367K in Q3 2020.
1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.