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CFO4Life Group’s Elevance Health ELV Stock Holding History

CFO4Life 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
2024
Q4 		– Sell
-1,178
Closed -$613K – 226
2024
Q3 		$613K Sell
1,178
-21
-2% -$11.2K 0.11% 108
2024
Q2 		$650K Sell
1,199
-6
-0.5% -$3.17K 0.12% 94
2024
Q1 		$625K Sell
1,205
-17
-1% -$8.46K 0.11% 99
2023
Q4 		$576K Sell
1,222
-81
-6% -$37.5K 0.11% 105
2023
Q3 		$567K Sell
1,303
-29
-2% -$13.2K 0.13% 94
2023
Q2 		$592K Buy
1,332
+47
+4% +$21.7K 0.13% 89
2023
Q1 		$591K Sell
1,285
-55
-4% -$26.2K 0.13% 87
2022
Q4 		$687K Sell
1,340
-3
-0.2% -$1.52K 0.15% 81
2022
Q3 		$610K Buy
1,343
+103
+8% +$49.3K 0.16% 71
2022
Q2 		$596K Buy
+1,240
New +$613K 0.15% 74
2021
Q1 		– Sell
-1,528
Closed -$491K – 146
2020
Q4 		$491K Buy
1,528
+38
+3% +$11.7K 0.14% 81
2020
Q3 		$400K Buy
1,490
+517
+53% +$139K 0.14% 90
2020
Q2 		$256K Buy
+973
New +$260K 0.1% 104

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CFO4Life Group's ELV Position: Q4 2024 in Review

CFO4Life Group sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 1,178 shares — an estimated $613K sold.

CFO4Life Group first reported a position in ELV in Q2 2020 and held it in 13 quarters. The position peaked at $687K in Q4 2022. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • CFO4Life Group reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • CFO4Life Group sold 1,178 Elevance Health shares in Q4 2024, an estimated $613K.
  • CFO4Life Group first reported a position in Elevance Health in Q2 2020 and held it in 13 quarters.
  • CFO4Life Group's Elevance Health position peaked at $687K in Q4 2022.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on CFO4Life Group's 13F filing for Q4 2024, filed 10 Feb 2025.