Clean Yield Group’s Elevance Health ELV Stock Holding History

Clean Yield 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	–	Sell	-39	Closed	-$14.4K	–	463
2024 Q4	$14.4K	Sell	39 -2	-5%	-$837	﹤0.01%	308
2024 Q3	$21.3K	Buy	41 +2	+5%	+$1.07K	0.01%	291
2024 Q2	$21.1K	Hold	39	–	–	0.01%	281
2024 Q1	$20.2K	Hold	39	–	–	0.01%	287
2023 Q4	$18.4K	Hold	39	–	–	0.01%	286
2023 Q3	$17.7K	Hold	39	–	–	0.01%	290
2023 Q2	$17.3K	Hold	39	–	–	0.01%	300
2023 Q1	$17.9K	Sell	39 -30	-43%	-$14.3K	0.01%	292
2022 Q4	$35.4K	Hold	69	–	–	0.02%	257
2022 Q3	$31K	Hold	69	–	–	0.01%	257
2022 Q2	$33K	Hold	69	–	–	0.01%	265
2022 Q1	$34K	Buy	+69	New	+$31.5K	0.01%	276
2021 Q1	–	Sell	-111	Closed	-$36K	–	214
2020 Q4	$36K	Hold	111	–	–	0.01%	270
2020 Q3	$30K	Hold	111	–	–	0.01%	248
2020 Q2	$29K	Hold	111	–	–	0.01%	241
2020 Q1	$25K	Hold	111	–	–	0.01%	254
2019 Q4	$34K	Sell	111 -16	-13%	-$4.4K	0.01%	250
2019 Q3	$30K	Hold	127	–	–	0.01%	246
2019 Q2	$36K	Buy	+127	New	+$34.7K	0.01%	226

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Clean Yield Group's ELV Position: Q1 2025 in Review

Clean Yield Group sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 39 shares — an estimated $14.4K sold.

Clean Yield Group first reported a position in ELV in Q2 2019 and held it in 19 quarters. The position peaked at $36K in Q4 2020. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

Clean Yield Group reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 39 Elevance Health shares in Q1 2025, an estimated $14.4K.
Clean Yield Group first reported a position in Elevance Health in Q2 2019 and held it in 19 quarters.
Clean Yield Group's Elevance Health position peaked at $36K in Q4 2020.
1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.