Koshinski Asset Management’s Elevance Health ELV Stock Holding History

Koshinski 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
2024 Q4	–	Sell	-468	Closed	-$243K	–	638
2024 Q3	$243K	Buy	468 +8	+2%	+$4.27K	0.02%	538
2024 Q2	$244K	Buy	+460	New	+$243K	0.02%	510
2023 Q4	–	Sell	-570	Closed	-$248K	–	540
2023 Q3	$248K	Buy	570 +31	+6%	+$14.1K	0.03%	468
2023 Q2	$239K	Buy	539 +58	+12%	+$26.8K	0.03%	506
2023 Q1	$221K	Sell	481 -3	-0.6%	-$1.43K	0.02%	513
2022 Q4	$248K	Buy	+484	New	+$246K	0.02%	508
2022 Q3	–	Sell	-523	Closed	-$252K	–	587
2022 Q2	$252K	Buy	+523	New	+$259K	0.03%	501

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

Koshinski Asset Management's ELV Position: Q4 2024 in Review

Koshinski Asset Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 468 shares — an estimated $243K sold.

Koshinski Asset Management first reported a position in ELV in Q2 2022 and held it in 7 quarters. The position peaked at $252K in Q2 2022. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Koshinski Asset Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Koshinski Asset Management sold 468 Elevance Health shares in Q4 2024, an estimated $243K.
Koshinski Asset Management first reported a position in Elevance Health in Q2 2022 and held it in 7 quarters.
Koshinski Asset Management's Elevance Health position peaked at $252K in Q2 2022.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.