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Horizon Investment Services’s Elevance Health ELV Stock Holding History

Horizon Investment Services’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
-4,097
Closed -$2.13M – 127
2024
Q3 		$2.13M Sell
4,097
-316
-7% -$169K 0.91% 38
2024
Q2 		$2.39M Buy
4,413
+100
+2% +$52.9K 1.13% 33
2024
Q1 		$2.24M Buy
4,313
+65
+2% +$32.3K 1.09% 37
2023
Q4 		$2M Sell
4,248
-466
-10% -$215K 1.08% 34
2023
Q3 		$2.05M Buy
4,714
+92
+2% +$41.7K 1.23% 29
2023
Q2 		$2.05M Buy
4,622
+21
+0.5% +$9.69K 1.25% 29
2023
Q1 		$2.12M Buy
+4,601
New +$2.19M 1.36% 24
2021
Q1 		– Sell
-6,771
Closed -$2.17M – 113
2020
Q4 		$2.17M Buy
6,771
+66
+1% +$20.3K 1.33% 26
2020
Q3 		$1.8M Buy
6,705
+644
+11% +$173K 1.2% 30
2020
Q2 		$1.59M Buy
+6,061
New +$1.62M 1.11% 31
2015
Q1 		– Sell
-1,779
Closed -$224K – 141
2014
Q4 		$224K Sell
1,779
-971
-35% -$120K 0.11% 122
2014
Q3 		$329K Sell
2,750
-130
-5% -$14.9K 0.17% 88
2014
Q2 		$310K Sell
2,880
-436
-13% -$44.9K 0.15% 99
2014
Q1 		$334K Buy
3,316
+1,070
+48% +$96.8K 0.18% 86
2013
Q4 		$208K Buy
+2,246
New +$200K 0.13% 107

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

Horizon Investment Services's ELV Position: Q4 2024 in Review

Horizon Investment Services sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 4,097 shares — an estimated $2.13M sold.

Horizon Investment Services first reported a position in ELV in Q4 2013 and held it in 15 quarters. The position peaked at $2.39M in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Horizon Investment Services reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Horizon Investment Services sold 4,097 Elevance Health shares in Q4 2024, an estimated $2.13M.
  • Horizon Investment Services first reported a position in Elevance Health in Q4 2013 and held it in 15 quarters.
  • Horizon Investment Services's Elevance Health position peaked at $2.39M in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Horizon Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.