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Kapitalo Investimentos’s Elevance Health ELV Stock Holding History

Kapitalo Investimentos’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
-523
Closed -$272K – 302
2024
Q3 		$272K Sell
523
-38
-7% -$20.3K 0.07% 111
2024
Q2 		$304K Sell
561
-354
-39% -$187K 0.09% 85
2024
Q1 		$474K Sell
915
-378
-29% -$188K 0.1% 93
2023
Q4 		$610K Buy
1,293
+374
+41% +$173K 0.13% 75
2023
Q3 		$400K Buy
919
+675
+277% +$306K 0.05% 144
2023
Q2 		$108K Buy
+244
New +$113K 0.02% 339

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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 $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's ELV Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 523 shares — an estimated $272K sold.

Kapitalo Investimentos first reported a position in ELV in Q2 2023 and held it in 6 quarters. The position peaked at $610K in Q4 2023. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 523 Elevance Health shares in Q4 2024, an estimated $272K.
  • Kapitalo Investimentos first reported a position in Elevance Health in Q2 2023 and held it in 6 quarters.
  • Kapitalo Investimentos's Elevance Health position peaked at $610K in Q4 2023.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.