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Lantern Wealth Advisors’s Elevance Health ELV Stock Holding History

Lantern Wealth Advisors’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 		$369K Hold
1,000
– – 0.24% 87
2024
Q3 		$520K Hold
1,000
– – 0.36% 72
2024
Q2 		$542K Hold
1,000
– – 0.39% 62
2024
Q1 		$519K Hold
1,000
– – 0.36% 71
2023
Q4 		$472K Buy
+1,000
New +$462K 0.37% 68

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

Lantern Wealth Advisors's ELV Position: Q4 2024 in Review

Lantern Wealth Advisors held its Elevance Health (ELV) position steady in Q4 2024 at 1,000 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #87.

Lantern Wealth Advisors first reported a position in ELV in Q4 2023 and has held it in 5 quarters since. The position peaked at $542K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Lantern Wealth Advisors held 1,000 shares of Elevance Health worth $369K as of Q4 2024.
  • Lantern Wealth Advisors left its Elevance Health share count unchanged in Q4 2024.
  • Elevance Health made up 0.24% of Lantern Wealth Advisors's portfolio in Q4 2024, its #87 holding.
  • Lantern Wealth Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 5 quarters since.
  • Lantern Wealth Advisors's Elevance Health position peaked at $542K in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.