CIG
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CCM Investment Group’s Elevance Health ELV Stock Holding History

CCM Investment Group’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
2025
Q1 		$4.62M Sell
10,706
-2,672
-20% -$1.07M 0.49% 49
2024
Q4 		$4.93M Buy
+13,378
New +$5.6M 0.54% 36

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CCM Investment Group's ELV Position: Q1 2025 in Review

CCM Investment Group reduced its Elevance Health (ELV) stake by 20% in Q1 2025, selling an estimated $1.07M and leaving 10,706 shares worth $4.62M. The position accounts for 0.49% of the portfolio, ranked #49.

CCM Investment Group first reported a position in ELV in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.93M in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • CCM Investment Group held 10,706 shares of Elevance Health worth $4.62M as of Q1 2025.
  • CCM Investment Group sold 2,672 Elevance Health shares in Q1 2025, an estimated $1.07M.
  • Elevance Health made up 0.49% of CCM Investment Group's portfolio in Q1 2025, its #49 holding.
  • CCM Investment Group first reported a position in Elevance Health in Q4 2024 and has held it in 2 quarters since.
  • CCM Investment Group's Elevance Health position peaked at $4.93M in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.