Householder Group Estate & Retirement Specialist’s Elevance Health ELV Stock Holding History

Householder Group Estate & Retirement Specialist’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	$15K	Sell	41 -7	-15%	-$2.93K	0.01%	318
2024 Q3	$25K	Hold	48	–	–	0.01%	628
2024 Q2	$26K	Hold	48	–	–	0.01%	614
2024 Q1	$25.2K	Hold	48	–	–	0.01%	619
2023 Q4	$22K	Sell	48 -21	-30%	-$9.71K	0.01%	621
2023 Q3	$30.2K	Buy	+69	New	+$31.3K	0.01%	550
2023 Q1	$25K	Sell	55 -27	-33%	-$12.8K	0.01%	593
2022 Q4	$42K	Hold	82	–	–	0.06%	121
2022 Q3	$37K	Buy	+82	New	+$39.2K	0.02%	452

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's ELV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Elevance Health (ELV) stake by 15% in Q4 2024, selling an estimated $2.93K and leaving 41 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #318.

Householder Group Estate & Retirement Specialist first reported a position in ELV in Q3 2022 and has held it in 9 quarters since. The position peaked at $42K in Q4 2022. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 41 shares of Elevance Health worth $15K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 7 Elevance Health shares in Q4 2024, an estimated $2.93K.
Elevance Health made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #318 holding.
Householder Group Estate & Retirement Specialist first reported a position in Elevance Health in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Elevance Health position peaked at $42K in Q4 2022.
1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.