JAM
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JCIC Asset Management’s Elevance Health ELV Stock Holding History

JCIC Asset 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
2025
Q1 		$870 Hold
2
– – ﹤0.01% 152
2024
Q4 		$738 Buy
+2
New +$837 ﹤0.01% 126

Other funds holding ELV

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JCIC Asset Management's ELV Position: Q1 2025 in Review

JCIC Asset Management held its Elevance Health (ELV) position steady in Q1 2025 at 2 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #152.

JCIC Asset Management first reported a position in ELV in Q4 2024 and has held it in 2 quarters since. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • JCIC Asset Management held 2 shares of Elevance Health worth $870 as of Q1 2025.
  • JCIC Asset Management left its Elevance Health share count unchanged in Q1 2025.
  • Elevance Health made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #152 holding.
  • JCIC Asset Management first reported a position in Elevance Health in Q4 2024 and has held it in 2 quarters since.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.