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Monument Capital Management’s Elevance Health ELV Stock Holding History

Monument Capital Management’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
-458
Closed -$238K – 207
2024
Q3 		$238K Sell
458
-66
-13% -$35.3K 0.07% 172
2024
Q2 		$284K Buy
524
+11
+2% +$5.81K 0.08% 148
2024
Q1 		$266K Sell
513
-129
-20% -$64.2K 0.08% 162
2023
Q4 		$303K Buy
642
+122
+23% +$56.4K 0.1% 146
2023
Q3 		$226K Sell
520
-359
-41% -$163K 0.08% 153
2023
Q2 		$391K Buy
879
+13
+2% +$6K 0.12% 120
2023
Q1 		$398K Sell
866
-117
-12% -$55.7K 0.13% 113
2022
Q4 		$504K Buy
983
+12
+1% +$6.09K 0.17% 97
2022
Q3 		$441K Buy
971
+465
+92% +$222K 0.17% 103
2022
Q2 		$244K Buy
+506
New +$250K 0.09% 136
2019
Q2 		– Sell
-6,975
Closed -$2M – 86
2019
Q1 		$2M Sell
6,975
-206
-3% -$59.6K 1.14% 44
2018
Q4 		$1.89M Buy
+7,181
New +$1.97M 1.18% 39

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

Monument Capital Management's ELV Position: Q4 2024 in Review

Monument Capital Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 458 shares — an estimated $238K sold.

Monument Capital Management first reported a position in ELV in Q4 2018 and held it in 12 quarters. The position peaked at $2M in Q1 2019. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Monument Capital Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Monument Capital Management sold 458 Elevance Health shares in Q4 2024, an estimated $238K.
  • Monument Capital Management first reported a position in Elevance Health in Q4 2018 and held it in 12 quarters.
  • Monument Capital Management's Elevance Health position peaked at $2M in Q1 2019.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Monument Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.