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Lugano Financial Advisors SA (LFA)’s Elevance Health ELV Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025
Q1 		– Sell
-20
Closed -$7.38K – 199
2024
Q4 		$7.38K Hold
20
– – ﹤0.01% 189
2024
Q3 		$10.4K Buy
+20
New +$10.7K 0.01% 176
2019
Q2 		– Sell
-20
Closed -$5K – 161
2019
Q1 		$5K Buy
+20
New +$5.78K ﹤0.01% 129

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ELV Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 20 shares — an estimated $7.38K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ELV in Q1 2019 and held it in 3 quarters. The position peaked at $10.4K in Q3 2024. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 20 Elevance Health shares in Q1 2025, an estimated $7.38K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Elevance Health in Q1 2019 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Elevance Health position peaked at $10.4K in Q3 2024.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.