Junto Capital Management’s Elevance Health ELV Stock Holding History

Junto Capital 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	-127,608	Closed	-$66.4M	–	91
2024 Q3	$66.4M	Sell	127,608 -81,731	-39%	-$43.7M	1.47%	29
2024 Q2	$113M	Sell	209,339 -90,049	-30%	-$47.6M	2.32%	8
2024 Q1	$155M	Buy	+299,388	New	+$149M	3.44%	1
2023 Q3	–	Sell	-92,953	Closed	-$41.3M	–	80
2023 Q2	$41.3M	Buy	92,953 +16,830	+22%	+$7.76M	1.05%	43
2023 Q1	$35M	Sell	76,123 -105,687	-58%	-$50.3M	0.97%	45
2022 Q4	$93.3M	Buy	181,810 +90,922	+100%	+$46.2M	2.65%	8
2022 Q3	$41.3M	Sell	90,888 -42,068	-32%	-$20.1M	1.15%	41
2022 Q2	$64.2M	Buy	+132,956	New	+$65.8M	1.9%	19

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

Junto Capital Management's ELV Position: Q4 2024 in Review

Junto Capital Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 127,608 shares — an estimated $66.4M sold.

Junto Capital Management first reported a position in ELV in Q2 2022 and held it in 8 quarters. The position peaked at $155M in Q1 2024. 1,605 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Junto Capital Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Junto Capital Management sold 127,608 Elevance Health shares in Q4 2024, an estimated $66.4M.
Junto Capital Management first reported a position in Elevance Health in Q2 2022 and held it in 8 quarters.
Junto Capital Management's Elevance Health position peaked at $155M in Q1 2024.
1,605 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Junto Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.