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Greystone Financial Group’s Elevance Health ELV Stock Holding History

Greystone Financial Group’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
-19,374
Closed -$10.1M – 99
2024
Q3 		$10.1M Buy
19,374
+2,674
+16% +$1.43M 1.8% 21
2024
Q2 		$9.05M Sell
16,700
-1,906
-10% -$1.01M 1.77% 24
2024
Q1 		$9.65M Buy
18,606
+7,440
+67% +$3.7M 1.93% 19
2023
Q4 		$5.27M Buy
11,166
+1,221
+12% +$565K 1.22% 40
2023
Q3 		$4.33M Buy
9,945
+2,088
+27% +$947K 1.08% 39
2023
Q2 		$3.49M Buy
+7,857
New +$3.62M 0.81% 46

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

Greystone Financial Group's ELV Position: Q4 2024 in Review

Greystone Financial Group sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 19,374 shares — an estimated $10.1M sold.

Greystone Financial Group first reported a position in ELV in Q2 2023 and held it in 6 quarters. The position peaked at $10.1M in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Greystone Financial Group reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Greystone Financial Group sold 19,374 Elevance Health shares in Q4 2024, an estimated $10.1M.
  • Greystone Financial Group first reported a position in Elevance Health in Q2 2023 and held it in 6 quarters.
  • Greystone Financial Group's Elevance Health position peaked at $10.1M in Q3 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Greystone Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.