InTrack Investment Management’s Elevance Health ELV Stock Holding History

InTrack Investment Management’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	-628	Closed	-$327K	–	112
2024 Q3	$327K	Sell	628 -225	-26%	-$120K	0.23%	100
2024 Q2	$462K	Sell	853 -1,375	-62%	-$727K	0.33%	90
2024 Q1	$1.16M	Sell	2,228 -400	-15%	-$199K	0.86%	38
2023 Q4	$1.24M	Buy	2,628 +500	+23%	+$231K	0.93%	31
2023 Q3	$927K	Hold	2,128	–	–	0.82%	35
2023 Q2	$945K	Sell	2,128 -150	-7%	-$69.2K	0.77%	40
2023 Q1	$1.08M	Buy	2,278 +1,613	+243%	+$768K	0.99%	29
2022 Q4	$341K	Buy	+665	New	+$338K	0.34%	82

Other funds holding ELV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

InTrack Investment Management's ELV Position: Q4 2024 in Review

InTrack Investment Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 628 shares — an estimated $327K sold.

InTrack Investment Management first reported a position in ELV in Q4 2022 and held it in 8 quarters. The position peaked at $1.24M in Q4 2023. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

InTrack Investment Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
InTrack Investment Management sold 628 Elevance Health shares in Q4 2024, an estimated $327K.
InTrack Investment Management first reported a position in Elevance Health in Q4 2022 and held it in 8 quarters.
InTrack Investment Management's Elevance Health position peaked at $1.24M in Q4 2023.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on InTrack Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.