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Insight Wealth Strategies’s Elevance Health ELV Stock Holding History

Insight Wealth Strategies’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
-3,083
Closed -$1.6M – 157
2024
Q3 		$1.6M Buy
3,083
+62
+2% +$33.1K 0.21% 107
2024
Q2 		$1.64M Buy
3,021
+78
+3% +$41.2K 0.23% 104
2024
Q1 		$1.53M Sell
2,943
-12
-0.4% -$5.97K 0.22% 110
2023
Q4 		$1.39M Buy
2,955
+108
+4% +$49.9K 0.23% 100
2023
Q3 		$1.24M Buy
2,847
+242
+9% +$110K 0.24% 88
2023
Q2 		$1.16M Buy
2,605
+12
+0.5% +$5.54K 0.22% 85
2023
Q1 		$1.19M Sell
2,593
-72
-3% -$34.3K 0.23% 80
2022
Q4 		$1.37M Buy
2,665
+41
+2% +$20.8K 0.26% 73
2022
Q3 		$1.27M Hold
2,624
– – 0.24% 77
2022
Q2 		$1.27M Sell
2,624
-192
-7% -$95K 0.24% 77
2022
Q1 		$1.38M Buy
2,816
+269
+11% +$123K 0.2% 84
2021
Q4 		$1.18M Buy
2,547
+296
+13% +$125K 0.17% 89
2021
Q3 		$839K Buy
2,251
+91
+4% +$34.6K 0.12% 118
2021
Q2 		$825K Sell
2,160
-137
-6% -$52.4K 0.12% 116
2021
Q1 		$825K Buy
2,297
+1,384
+152% +$445K 0.11% 119
2020
Q4 		$293K Buy
913
+67
+8% +$20.6K 0.05% 168
2020
Q3 		$227K Buy
+846
New +$228K 0.04% 182
2020
Q2 		– Sell
-3,341
Closed -$758K – 171
2020
Q1 		$758K Sell
3,341
-5,478
-62% -$1.49M 0.2% 46
2019
Q4 		$2.66M Buy
8,819
+548
+7% +$151K 0.56% 29
2019
Q3 		$1.99M Buy
8,271
+960
+13% +$263K 0.47% 37
2019
Q2 		$2.06M Buy
7,311
+3,738
+105% +$1.02M 0.5% 32
2019
Q1 		$1.03M Buy
3,573
+114
+3% +$33K 0.29% 61
2018
Q4 		$908K Buy
+3,459
New +$951K 0.28% 54

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Insight Wealth Strategies's ELV Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 3,083 shares — an estimated $1.6M sold.

Insight Wealth Strategies first reported a position in ELV in Q4 2018 and held it in 23 quarters. The position peaked at $2.66M in Q4 2019. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,083 Elevance Health shares in Q4 2024, an estimated $1.6M.
  • Insight Wealth Strategies first reported a position in Elevance Health in Q4 2018 and held it in 23 quarters.
  • Insight Wealth Strategies's Elevance Health position peaked at $2.66M in Q4 2019.
  • 1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.