Quotient Wealth Partners’s Elevance Health ELV Stock Holding History

Quotient Wealth 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	-621	Closed	-$323K	–	328
2024 Q3	$323K	Sell	621 -14	-2%	-$7.48K	0.01%	238
2024 Q2	$344K	Buy	635 +24	+4%	+$12.7K	0.01%	225
2024 Q1	$317K	Buy	611 +74	+14%	+$36.8K	0.01%	223
2023 Q4	$253K	Buy	+537	New	+$248K	0.01%	244

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Quotient Wealth Partners's ELV Position: Q4 2024 in Review

Quotient Wealth Partners sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 621 shares — an estimated $323K sold.

Quotient Wealth Partners first reported a position in ELV in Q4 2023 and held it in 4 quarters. The position peaked at $344K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Quotient Wealth Partners reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Quotient Wealth Partners sold 621 Elevance Health shares in Q4 2024, an estimated $323K.
Quotient Wealth Partners first reported a position in Elevance Health in Q4 2023 and held it in 4 quarters.
Quotient Wealth Partners's Elevance Health position peaked at $344K in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Quotient Wealth Partners's 13F filing for Q4 2024, filed 28 Jan 2025.