LexAurum Advisors’s Elevance Health ELV Stock Holding History

LexAurum 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	–	Sell	-385	Closed	-$200K	–	340
2024 Q3	$200K	Sell	385 -2	-0.5%	-$1.07K	0.04%	298
2024 Q2	$210K	Buy	+387	New	+$205K	0.05%	277

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

LexAurum Advisors's ELV Position: Q4 2024 in Review

LexAurum Advisors sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 385 shares — an estimated $200K sold.

LexAurum Advisors first reported a position in ELV in Q2 2024 and held it in 2 quarters. The position peaked at $210K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

LexAurum Advisors reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
LexAurum Advisors sold 385 Elevance Health shares in Q4 2024, an estimated $200K.
LexAurum Advisors first reported a position in Elevance Health in Q2 2024 and held it in 2 quarters.
LexAurum Advisors's Elevance Health position peaked at $210K in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on LexAurum Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.