Buffington Mohr McNeal’s Elevance Health ELV Stock Holding History

Buffington Mohr McNeal’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	-10,684	Closed	-$5.56M	–	136
2024 Q3	$5.56M	Buy	10,684 +734	+7%	+$392K	0.91%	35
2024 Q2	$5.39M	Buy	9,950 +731	+8%	+$386K	0.95%	35
2024 Q1	$4.78M	Buy	9,219 +1,601	+21%	+$796K	0.87%	36
2023 Q4	$3.59M	Buy	7,618 +470	+7%	+$217K	0.72%	40
2023 Q3	$3.11M	Buy	7,148 +520	+8%	+$236K	0.71%	39
2023 Q2	$2.94M	Buy	6,628 +2,798	+73%	+$1.29M	0.64%	39
2023 Q1	$1.76M	Buy	3,830 +1,266	+49%	+$602K	0.4%	41
2022 Q4	$1.32M	Buy	+2,564	New	+$1.3M	0.31%	53

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

Buffington Mohr McNeal's ELV Position: Q4 2024 in Review

Buffington Mohr McNeal sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 10,684 shares — an estimated $5.56M sold.

Buffington Mohr McNeal first reported a position in ELV in Q4 2022 and held it in 8 quarters. The position peaked at $5.56M in Q3 2024. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Buffington Mohr McNeal reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Buffington Mohr McNeal sold 10,684 Elevance Health shares in Q4 2024, an estimated $5.56M.
Buffington Mohr McNeal first reported a position in Elevance Health in Q4 2022 and held it in 8 quarters.
Buffington Mohr McNeal's Elevance Health position peaked at $5.56M in Q3 2024.
1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Buffington Mohr McNeal's 13F filing for Q4 2024, filed 22 Jan 2025.