IBEX Wealth Advisors’s Elevance Health ELV Stock Holding History

IBEX Wealth 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	–	Sell	-20,221	Closed	-$511K	–	217
2024 Q3	$511K	Buy	20,221 +20,047	+11,521%	+$10.7M	0.14%	68
2024 Q2	$94.3K	Sell	174 -3,278	-95%	-$1.73M	0.01%	149
2024 Q1	$1.77M	Buy	+3,452	New	+$1.72M	0.48%	62
2023 Q1	$1.6M	Buy	3,477 +25	+0.7%	+$11.9K	0.41%	65
2022 Q4	$1.77M	Buy	+3,452	New	+$1.75M	0.4%	75
2021 Q4	–	Sell	-18	Closed	-$7K	–	253
2021 Q3	$7K	Buy	+18	New	+$6.84K	﹤0.01%	373
2017 Q1	–	Sell	-55	Closed	-$8K	–	159
2016 Q4	$8K	Buy	+55	New	+$7.36K	﹤0.01%	315

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 $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IBEX Wealth Advisors's ELV Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 20,221 shares — an estimated $511K sold.

IBEX Wealth Advisors first reported a position in ELV in Q4 2016 and held it in 7 quarters. The position peaked at $1.77M in Q1 2024. 1,605 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

IBEX Wealth Advisors reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 20,221 Elevance Health shares in Q4 2024, an estimated $511K.
IBEX Wealth Advisors first reported a position in Elevance Health in Q4 2016 and held it in 7 quarters.
IBEX Wealth Advisors's Elevance Health position peaked at $1.77M in Q1 2024.
1,605 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.