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Sabal Trust’s Elevance Health ELV Stock Holding History

Sabal Trust’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 		$2.21M Sell
5,084
-6
-0.1% -$2.41K 0.12% 97
2024
Q4 		$1.88M Buy
5,090
+723
+17% +$303K 0.11% 108
2024
Q3 		$2.27M Buy
4,367
+4
+0.1% +$2.14K 0.12% 95
2024
Q2 		$2.36M Sell
4,363
-87
-2% -$46K 0.14% 81
2024
Q1 		$2.31M Sell
4,450
-147
-3% -$73.1K 0.13% 81
2023
Q4 		$2.17M Buy
4,597
+1,053
+30% +$487K 0.13% 77
2023
Q3 		$1.54M Buy
3,544
+99
+3% +$44.9K 0.1% 88
2023
Q2 		$1.53M Buy
+3,445
New +$1.59M 0.1% 85

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

Sabal Trust's ELV Position: Q1 2025 in Review

Sabal Trust reduced its Elevance Health (ELV) stake by 0.12% in Q1 2025, selling an estimated $2.41K and leaving 5,084 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #97.

Sabal Trust first reported a position in ELV in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.36M in Q2 2024. 1,661 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Sabal Trust held 5,084 shares of Elevance Health worth $2.21M as of Q1 2025.
  • Sabal Trust sold 6 Elevance Health shares in Q1 2025, an estimated $2.41K.
  • Elevance Health made up 0.12% of Sabal Trust's portfolio in Q1 2025, its #97 holding.
  • Sabal Trust first reported a position in Elevance Health in Q2 2023 and has held it in 8 quarters since.
  • Sabal Trust's Elevance Health position peaked at $2.36M in Q2 2024.
  • 1,661 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.