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Geller Advisors’s Elevance Health ELV Stock Holding History

Geller 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 		$295K Sell
800
-19
-2% -$7.95K 0.02% 201
2024
Q3 		$426K Buy
819
+16
+2% +$8.55K 0.03% 158
2024
Q2 		$435K Buy
803
+33
+4% +$17.4K 0.03% 157
2024
Q1 		$399K Buy
770
+14
+2% +$6.96K 0.03% 174
2023
Q4 		$356K Buy
756
+23
+3% +$10.6K 0.03% 174
2023
Q3 		$319K Sell
733
-317
-30% -$144K 0.04% 180
2023
Q2 		$467K Buy
1,050
+109
+12% +$50.3K 0.06% 124
2023
Q1 		$433K Buy
941
+159
+20% +$75.7K 0.06% 83
2022
Q4 		$401K Sell
782
-27
-3% -$13.7K 0.07% 66
2022
Q3 		$367K Buy
809
+18
+2% +$8.61K 0.08% 65
2022
Q2 		$382K Buy
791
+8
+1% +$3.96K 0.08% 65
2022
Q1 		$384K Sell
783
-46
-6% -$21K 0.07% 79
2021
Q4 		$384K Buy
829
+36
+5% +$15.1K 0.07% 84
2021
Q3 		$296K Buy
793
+79
+11% +$30K 0.06% 107
2021
Q2 		$273K Sell
714
-2
-0.3% -$764 0.06% 102
2021
Q1 		$257K Buy
716
+140
+24% +$45K 0.06% 95
2020
Q4 		$234K Buy
+576
New +$177K 0.06% 99

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's ELV Position: Q4 2024 in Review

Geller Advisors reduced its Elevance Health (ELV) stake by 2.3% in Q4 2024, selling an estimated $7.95K and leaving 800 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #201.

Geller Advisors first reported a position in ELV in Q4 2020 and has held it in 17 quarters since. The position peaked at $467K in Q2 2023. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Geller Advisors held 800 shares of Elevance Health worth $295K as of Q4 2024.
  • Geller Advisors sold 19 Elevance Health shares in Q4 2024, an estimated $7.95K.
  • Elevance Health made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #201 holding.
  • Geller Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 17 quarters since.
  • Geller Advisors's Elevance Health position peaked at $467K in Q2 2023.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.