Financial Engines Advisors’s Elevance Health ELV Stock Holding History

Financial Engines Advisors’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	-503	Closed	-$262K	–	450
2024 Q3	$262K	Buy	503 +9	+2%	+$4.81K	﹤0.01%	346
2024 Q2	$268K	Buy	494 +80	+19%	+$42.3K	﹤0.01%	318
2024 Q1	$214K	Buy	+414	New	+$206K	﹤0.01%	324
2023 Q1	–	Sell	-708	Closed	-$363K	–	294
2022 Q4	$363K	Buy	708 +122	+21%	+$61.9K	﹤0.01%	233
2022 Q3	$266K	Buy	+586	New	+$280K	﹤0.01%	252
2022 Q2	–	Sell	-692	Closed	-$340K	–	306
2022 Q1	$340K	Buy	692 +72	+12%	+$32.9K	﹤0.01%	237
2021 Q4	$288K	Buy	+620	New	+$261K	﹤0.01%	220

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

Financial Engines Advisors's ELV Position: Q4 2024 in Review

Financial Engines Advisors sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 503 shares — an estimated $262K sold.

Financial Engines Advisors first reported a position in ELV in Q4 2021 and held it in 7 quarters. The position peaked at $363K in Q4 2022. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Financial Engines Advisors reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Financial Engines Advisors sold 503 Elevance Health shares in Q4 2024, an estimated $262K.
Financial Engines Advisors first reported a position in Elevance Health in Q4 2021 and held it in 7 quarters.
Financial Engines Advisors's Elevance Health position peaked at $363K in Q4 2022.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Financial Engines Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.