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Phoenix Financial’s Elevance Health ELV Stock Holding History

Phoenix Financial’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
2025
Q1 		– Sell
-1,110
Closed -$410K – 386
2024
Q4 		$410K Buy
1,110
+104
+10% +$43.5K 0.01% 273
2024
Q3 		$524K Buy
+1,006
New +$537K 0.01% 247
2022
Q1 		– Sell
-4,633
Closed -$2.15M – 420
2021
Q4 		$2.15M Sell
4,633
-84
-2% -$35.3K 0.04% 191
2021
Q3 		$1.77M Buy
+4,717
New +$1.79M 0.03% 223
2021
Q2 		– Sell
-4,015
Closed -$1.45M – 332
2021
Q1 		$1.45M Buy
+4,015
New +$1.29M 0.03% 257

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Phoenix Financial's ELV Position: Q1 2025 in Review

Phoenix Financial sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 1,110 shares — an estimated $410K sold.

Phoenix Financial first reported a position in ELV in Q1 2021 and held it in 5 quarters. The position peaked at $2.15M in Q4 2021. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Phoenix Financial reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 1,110 Elevance Health shares in Q1 2025, an estimated $410K.
  • Phoenix Financial first reported a position in Elevance Health in Q1 2021 and held it in 5 quarters.
  • Phoenix Financial's Elevance Health position peaked at $2.15M in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.