Buckingham Capital Management (Ohio)’s Elevance Health ELV Stock Holding History

Buckingham Capital Management (Ohio)’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	$249K	Sell	676 -850	-56%	-$356K	0.03%	122
2024 Q3	$794K	Hold	1,526	–	–	0.09%	86
2024 Q2	$827K	Hold	1,526	–	–	0.1%	85
2024 Q1	$791K	Buy	+1,526	New	+$759K	0.1%	88
2023 Q1	–	Sell	-404	Closed	-$207K	–	117
2022 Q4	$207K	Buy	+404	New	+$205K	0.04%	108
2022 Q2	–	Sell	-425	Closed	-$209K	–	116
2022 Q1	$209K	Buy	+425	New	+$194K	0.03%	114
2020 Q1	–	Sell	-742	Closed	-$224K	–	124
2019 Q4	$224K	Buy	+742	New	+$204K	0.04%	125

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

Buckingham Capital Management (Ohio)'s ELV Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Elevance Health (ELV) stake by 56% in Q4 2024, selling an estimated $356K and leaving 676 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #122.

Buckingham Capital Management (Ohio) first reported a position in ELV in Q4 2019 and has held it in 7 quarters since. The position peaked at $827K in Q2 2024. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Buckingham Capital Management (Ohio) held 676 shares of Elevance Health worth $249K as of Q4 2024.
Buckingham Capital Management (Ohio) sold 850 Elevance Health shares in Q4 2024, an estimated $356K.
Elevance Health made up 0.03% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #122 holding.
Buckingham Capital Management (Ohio) first reported a position in Elevance Health in Q4 2019 and has held it in 7 quarters since.
Buckingham Capital Management (Ohio)'s Elevance Health position peaked at $827K in Q2 2024.
1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.