HC
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Hamilton Capital’s Elevance Health ELV Stock Holding History

Hamilton Capital’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
-514
Closed -$209K – 131
2024
Q3 		$209K Buy
514
+97
+23% +$51.8K 0.02% 123
2024
Q2 		$226K Sell
417
-392
-48% -$207K 0.02% 106
2024
Q1 		$419K Buy
809
+55
+7% +$27.4K 0.03% 75
2023
Q4 		$356K Buy
754
+1
+0.1% +$462 0.03% 80
2023
Q3 		$328K Buy
753
+13
+2% +$5.9K 0.03% 75
2023
Q2 		$329K Buy
740
+164
+28% +$75.7K 0.02% 75
2023
Q1 		$265K Sell
576
-66
-10% -$31.4K 0.02% 92
2022
Q4 		$329K Sell
642
-100
-13% -$50.8K 0.02% 90
2022
Q3 		$337K Buy
742
+158
+27% +$75.6K 0.02% 60
2022
Q2 		$282K Buy
584
+38
+7% +$18.8K 0.02% 82
2022
Q1 		$268K Buy
+546
New +$250K 0.02% 91

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

Hamilton Capital's ELV Position: Q4 2024 in Review

Hamilton Capital sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 514 shares — an estimated $209K sold.

Hamilton Capital first reported a position in ELV in Q1 2022 and held it in 11 quarters. The position peaked at $419K in Q1 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Hamilton Capital reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Hamilton Capital sold 514 Elevance Health shares in Q4 2024, an estimated $209K.
  • Hamilton Capital first reported a position in Elevance Health in Q1 2022 and held it in 11 quarters.
  • Hamilton Capital's Elevance Health position peaked at $419K in Q1 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

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