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Oxford Wealth Group’s Elevance Health ELV Stock Holding History

Oxford Wealth Group’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
-2,863
Closed -$1.49M – 58
2024
Q3 		$1.49M Sell
2,863
-1,005
-26% -$537K 1.21% 20
2024
Q2 		$2.1M Buy
3,868
+1,263
+48% +$668K 1.44% 19
2024
Q1 		$1.35M Buy
+2,605
New +$1.3M 1.23% 22

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

Oxford Wealth Group's ELV Position: Q4 2024 in Review

Oxford Wealth Group sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 2,863 shares — an estimated $1.49M sold.

Oxford Wealth Group first reported a position in ELV in Q1 2024 and held it in 3 quarters. The position peaked at $2.1M in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Oxford Wealth Group reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Oxford Wealth Group sold 2,863 Elevance Health shares in Q4 2024, an estimated $1.49M.
  • Oxford Wealth Group first reported a position in Elevance Health in Q1 2024 and held it in 3 quarters.
  • Oxford Wealth Group's Elevance Health position peaked at $2.1M in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.