LVW Advisors’s Elevance Health ELV Stock Holding History

LVW 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	-509	Closed	-$265K	–	317
2024 Q3	$265K	Sell	509 -303	-37%	-$162K	0.03%	264
2024 Q2	$440K	Buy	812 +98	+14%	+$51.8K	0.06%	192
2024 Q1	$370K	Buy	714 +181	+34%	+$90K	0.06%	204
2023 Q4	$251K	Buy	+533	New	+$246K	0.05%	228
2023 Q2	–	Sell	-626	Closed	-$288K	–	212
2023 Q1	$288K	Sell	626 -1	-0.2%	-$476	0.06%	192
2022 Q4	$322K	Hold	627	–	–	0.07%	178
2022 Q3	$285K	Sell	627 -5	-0.8%	-$2.39K	0.06%	178
2022 Q2	$305K	Sell	632 -5	-0.8%	-$2.47K	0.06%	182
2022 Q1	$313K	Buy	637 +3	+0.5%	+$1.37K	0.05%	189
2021 Q4	$294K	Buy	+634	New	+$267K	0.05%	198

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

LVW Advisors's ELV Position: Q4 2024 in Review

LVW Advisors sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 509 shares — an estimated $265K sold.

LVW Advisors first reported a position in ELV in Q4 2021 and held it in 10 quarters. The position peaked at $440K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

LVW Advisors reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
LVW Advisors sold 509 Elevance Health shares in Q4 2024, an estimated $265K.
LVW Advisors first reported a position in Elevance Health in Q4 2021 and held it in 10 quarters.
LVW Advisors's Elevance Health position peaked at $440K in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on LVW Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.