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Eschler Asset Management’s Elevance Health ELV Stock Holding History

Eschler Asset Management’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
-2,953
Closed -$1.09M – 45
2024
Q4 		$1.09M Buy
+2,953
New +$1.24M 2.56% 9
2024
Q1 		– Sell
-724
Closed -$341K – 108
2023
Q4 		$341K Buy
724
+116
+19% +$53.6K 0.27% 56
2023
Q3 		$265K Buy
+608
New +$276K 0.31% 62

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

Eschler Asset Management's ELV Position: Q1 2025 in Review

Eschler Asset Management sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 2,953 shares — an estimated $1.09M sold.

Eschler Asset Management first reported a position in ELV in Q3 2023 and held it in 3 quarters. The position peaked at $1.09M in Q4 2024. 1,661 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Eschler Asset Management reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Eschler Asset Management sold 2,953 Elevance Health shares in Q1 2025, an estimated $1.09M.
  • Eschler Asset Management first reported a position in Elevance Health in Q3 2023 and held it in 3 quarters.
  • Eschler Asset Management's Elevance Health position peaked at $1.09M in Q4 2024.
  • 1,661 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Eschler Asset Management's 13F filing for Q1 2025, filed 15 May 2025.