McKinley Carter Wealth Services’s Elevance Health ELV Stock Holding History

McKinley Carter Wealth Services’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	-393	Closed	-$204K	–	296
2024 Q3	$204K	Hold	393	–	–	0.01%	300
2024 Q2	$213K	Hold	393	–	–	0.01%	290
2024 Q1	$204K	Buy	+393	New	+$195K	0.01%	293
2023 Q1	–	Sell	-393	Closed	-$202K	–	300
2022 Q4	$202K	Buy	+393	New	+$200K	0.02%	285
2021 Q3	–	Sell	-542	Closed	-$207K	–	291
2021 Q2	$207K	Buy	+542	New	+$207K	0.02%	277
2020 Q3	–	Sell	-10,748	Closed	-$2.83M	–	141
2020 Q2	$2.83M	Buy	10,748 +1,179	+12%	+$315K	0.69%	43
2020 Q1	$2.17M	Buy	9,569 +678	+8%	+$185K	0.65%	40
2019 Q4	$2.69M	Buy	8,891 +406	+5%	+$112K	0.63%	40
2019 Q3	$2.04M	Buy	8,485 +157	+2%	+$43K	0.52%	48
2019 Q2	$2.35M	Buy	8,328 +1,070	+15%	+$292K	0.63%	43
2019 Q1	$2.08M	Buy	+7,258	New	+$2.1M	0.58%	46
2018 Q2	–	Sell	-329	Closed	-$72K	–	231
2018 Q1	$72K	Buy	+329	New	+$77.3K	0.02%	232

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

McKinley Carter Wealth Services's ELV Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 393 shares — an estimated $204K sold.

McKinley Carter Wealth Services first reported a position in ELV in Q1 2018 and held it in 12 quarters. The position peaked at $2.83M in Q2 2020. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

McKinley Carter Wealth Services reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 393 Elevance Health shares in Q4 2024, an estimated $204K.
McKinley Carter Wealth Services first reported a position in Elevance Health in Q1 2018 and held it in 12 quarters.
McKinley Carter Wealth Services's Elevance Health position peaked at $2.83M in Q2 2020.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.