Farmers & Merchants Trust Company’s Elevance Health ELV Stock Holding History

Farmers & Merchants Trust Company’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	-393	Closed	-$204K	–	198
2024 Q3	$204K	Buy	+393	New	+$210K	0.05%	185
2023 Q1	–	Sell	-390	Closed	-$200K	–	183
2022 Q4	$200K	Buy	+390	New	+$198K	0.06%	164
2022 Q3	–	Sell	-461	Closed	-$222K	–	153
2022 Q2	$222K	Sell	461 -9	-2%	-$4.45K	0.07%	136
2022 Q1	$231K	Sell	470 -27	-5%	-$12.3K	0.06%	154
2021 Q4	$231K	Buy	+497	New	+$209K	0.06%	168

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

Farmers & Merchants Trust Company's ELV Position: Q4 2024 in Review

Farmers & Merchants Trust Company sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 393 shares — an estimated $204K sold.

Farmers & Merchants Trust Company first reported a position in ELV in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q1 2022. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Farmers & Merchants Trust Company reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Trust Company sold 393 Elevance Health shares in Q4 2024, an estimated $204K.
Farmers & Merchants Trust Company first reported a position in Elevance Health in Q4 2021 and held it in 5 quarters.
Farmers & Merchants Trust Company's Elevance Health position peaked at $231K in Q1 2022.
1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Farmers & Merchants Trust Company's 13F filing for Q4 2024, filed 15 Jan 2025.