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Planned Solutions’s Elevance Health ELV Stock Holding History

Planned Solutions’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
-275
Closed -$143K – 254
2024
Q3 		$143K Buy
+275
New +$147K 0.06% 155
2024
Q1 		– Sell
-275
Closed -$130K – 214
2023
Q4 		$130K Buy
+275
New +$127K 0.06% 147
2021
Q1 		– Sell
-200
Closed -$64K – 158
2020
Q4 		$64K Buy
+200
New +$61.4K 0.05% 162

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

Planned Solutions's ELV Position: Q4 2024 in Review

Planned Solutions sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 275 shares — an estimated $143K sold.

Planned Solutions first reported a position in ELV in Q4 2020 and held it in 3 quarters. The position peaked at $143K in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Planned Solutions reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 275 Elevance Health shares in Q4 2024, an estimated $143K.
  • Planned Solutions first reported a position in Elevance Health in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Elevance Health position peaked at $143K in Q3 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.