Freedom Investment Management’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,034
| Closed | -$538K | – | 769 |
|
|
2024
Q3 | $538K | Sell |
1,034
-195
| -16% | -$104K | 0.04% | 419 |
|
|
2024
Q2 | $666K | Buy |
1,229
+84
| +7% | +$44.4K | 0.05% | 337 |
|
|
2024
Q1 | $594K | Sell |
1,145
-504
| -31% | -$251K | 0.05% | 397 |
|
|
2023
Q4 | $778K | Sell |
1,649
-14
| -0.8% | -$6.47K | 0.06% | 324 |
|
|
2023
Q3 | $724K | Buy |
1,663
+961
| +137% | +$436K | 0.09% | 288 |
|
|
2023
Q2 | $312K | Sell |
702
-535
| -43% | -$247K | 0.04% | 530 |
|
|
2023
Q1 | $569K | Sell |
1,237
-174
| -12% | -$82.8K | 0.06% | 370 |
|
|
2022
Q4 | $724K | Buy |
1,411
+13
| +0.9% | +$6.6K | 0.08% | 312 |
|
|
2022
Q3 | $635K | Buy |
1,398
+217
| +18% | +$104K | 0.07% | 347 |
|
|
2022
Q2 | $570K | Buy |
1,181
+18
| +2% | +$8.9K | 0.06% | 407 |
|
|
2022
Q1 | $571K | Sell |
1,163
-126
| -10% | -$57.6K | 0.05% | 434 |
|
|
2021
Q4 | $598K | Buy |
1,289
+523
| +68% | +$220K | 0.04% | 481 |
|
|
2021
Q3 | $286K | Sell |
766
-492
| -39% | -$187K | 0.02% | 648 |
|
|
2021
Q2 | $480K | Buy |
1,258
+417
| +50% | +$159K | 0.04% | 549 |
|
|
2021
Q1 | $302K | Sell |
841
-305
| -27% | -$98.1K | 0.02% | 671 |
|
|
2020
Q4 | $368K | Sell |
1,146
-567
| -33% | -$174K | 0.04% | 421 |
|
|
2020
Q3 | $460K | Sell |
1,713
-196
| -10% | -$52.7K | 0.05% | 300 |
|
|
2020
Q2 | $502K | Sell |
1,909
-462
| -19% | -$123K | 0.05% | 276 |
|
|
2020
Q1 | $656K | Buy |
2,371
+223
| +10% | +$60.8K | 0.06% | 279 |
|
|
2019
Q4 | $649K | Sell |
2,148
-311
| -13% | -$85.6K | 0.06% | 285 |
|
|
2019
Q3 | $591K | Sell |
2,459
-299
| -11% | -$81.9K | 0.05% | 318 |
|
|
2019
Q2 | $778K | Buy |
2,758
+904
| +49% | +$247K | 0.07% | 263 |
|
|
2019
Q1 | $532K | Sell |
1,854
-1,336
| -42% | -$386K | 0.04% | 365 |
|
|
2018
Q4 | $838K | Buy |
3,190
+1,485
| +87% | +$408K | 0.07% | 300 |
|
|
2018
Q3 | $449K | Sell |
1,705
-2,439
| -59% | -$633K | 0.03% | 567 |
|
|
2018
Q2 | $986K | Sell |
4,144
-2,353
| -36% | -$545K | 0.06% | 347 |
|
|
2018
Q1 | $1.43M | Buy |
6,497
+1,352
| +26% | +$318K | 0.07% | 263 |
|
|
2017
Q4 | $1.16M | Buy |
5,145
+135
| +3% | +$28.8K | 0.06% | 308 |
|
|
2017
Q3 | $951K | Sell |
5,010
-377
| -7% | -$71.8K | 0.05% | 355 |
|
|
2017
Q2 | $1.01M | Buy |
5,387
+2,412
| +81% | +$433K | 0.06% | 309 |
|
|
2017
Q1 | $492K | Sell |
2,975
-2,607
| -47% | -$415K | 0.03% | 546 |
|
|
2016
Q4 | $803K | Buy |
5,582
+158
| +3% | +$21.2K | 0.05% | 318 |
|
|
2016
Q3 | $680K | Sell |
5,424
-1,472
| -21% | -$190K | 0.04% | 362 |
|
|
2016
Q2 | $906K | Buy |
6,896
+341
| +5% | +$46.7K | 0.06% | 243 |
|
|
2016
Q1 | $911K | Buy |
6,555
+776
| +13% | +$104K | 0.07% | 239 |
|
|
2015
Q4 | $806K | Buy |
5,779
+2,665
| +86% | +$367K | 0.06% | 260 |
|
|
2015
Q3 | $274K | Sell |
3,114
-1,209
| -28% | -$182K | 0.03% | 504 |
|
|
2015
Q2 | $710K | Buy |
4,323
+1,356
| +46% | +$217K | 0.07% | 242 |
|
|
2015
Q1 | $458K | Buy |
+2,967
| New | +$422K | 0.05% | 337 |
|
Other funds holding ELV
Freedom Investment Management's ELV Position: Q4 2024 in Review
Freedom Investment Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 1,034 shares — an estimated $538K sold.
Freedom Investment Management first reported a position in ELV in Q1 2015 and held it in 39 quarters. The position peaked at $1.43M in Q1 2018. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.
- Freedom Investment Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
- Freedom Investment Management sold 1,034 Elevance Health shares in Q4 2024, an estimated $538K.
- Freedom Investment Management first reported a position in Elevance Health in Q1 2015 and held it in 39 quarters.
- Freedom Investment Management's Elevance Health position peaked at $1.43M in Q1 2018.
- 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.
Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.