PIP
ELV icon

Peachtree Investment Partners’s Elevance Health ELV Stock Holding History

Peachtree Investment Partners’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
-478
Closed -$249K – 119
2024
Q3 		$249K Buy
478
+1
+0.2% +$534 0.09% 77
2024
Q2 		$258K Sell
477
-11
-2% -$5.81K 0.1% 65
2024
Q1 		$253K Sell
488
-704
-59% -$350K 0.1% 67
2023
Q4 		$562K Buy
1,192
+21
+2% +$9.71K 0.23% 44
2023
Q3 		$510K Sell
1,171
-269
-19% -$122K 0.26% 43
2023
Q2 		$640K Sell
1,440
-877
-38% -$405K 0.29% 43
2023
Q1 		$1.07M Sell
2,317
-750
-24% -$357K 0.67% 28
2022
Q4 		$1.57M Buy
3,067
+30
+1% +$15.2K 0.96% 23
2022
Q3 		$1.38M Sell
3,037
-1,022
-25% -$489K 0.93% 23
2022
Q2 		$1.96M Buy
4,059
+1,661
+69% +$822K 1.22% 20
2022
Q1 		$1.18M Buy
2,398
+1,805
+304% +$825K 0.54% 35
2021
Q4 		$275K Buy
+593
New +$249K 0.12% 76

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

Peachtree Investment Partners's ELV Position: Q4 2024 in Review

Peachtree Investment Partners sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 478 shares — an estimated $249K sold.

Peachtree Investment Partners first reported a position in ELV in Q4 2021 and held it in 12 quarters. The position peaked at $1.96M in Q2 2022. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Peachtree Investment Partners reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Peachtree Investment Partners sold 478 Elevance Health shares in Q4 2024, an estimated $249K.
  • Peachtree Investment Partners first reported a position in Elevance Health in Q4 2021 and held it in 12 quarters.
  • Peachtree Investment Partners's Elevance Health position peaked at $1.96M in Q2 2022.
  • 1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Peachtree Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.