Carson Advisory’s Elevance Health ELV Stock Holding History

Carson Advisory’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	-408	Closed	-$212K	–	163
2024 Q3	$212K	Hold	408	–	–	0.13%	163
2024 Q2	$221K	Sell	408 -315	-44%	-$167K	0.16%	150
2024 Q1	$375K	Hold	723	–	–	0.26%	99
2023 Q4	$341K	Hold	723	–	–	0.27%	101
2023 Q3	$315K	Hold	723	–	–	0.28%	100
2023 Q2	$321K	Buy	+723	New	+$334K	0.27%	101

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

Carson Advisory's ELV Position: Q4 2024 in Review

Carson Advisory sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 408 shares — an estimated $212K sold.

Carson Advisory first reported a position in ELV in Q2 2023 and held it in 6 quarters. The position peaked at $375K in Q1 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Carson Advisory reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Carson Advisory sold 408 Elevance Health shares in Q4 2024, an estimated $212K.
Carson Advisory first reported a position in Elevance Health in Q2 2023 and held it in 6 quarters.
Carson Advisory's Elevance Health position peaked at $375K in Q1 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.