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Second Half Financial Partners’s Elevance Health ELV Stock Holding History

Second Half Financial 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
-6,462
Closed -$3.36M – 101
2024
Q3 		$3.36M Buy
+6,462
New +$3.45M 1.78% 15
2024
Q2 		– Sell
-11,864
Closed -$6.15M – 49
2024
Q1 		$6.15M Buy
11,864
+5,899
+99% +$2.93M 2.74% 11
2023
Q4 		$2.81M Buy
+5,965
New +$2.76M 1.39% 23

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

Second Half Financial Partners's ELV Position: Q4 2024 in Review

Second Half Financial Partners sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 6,462 shares — an estimated $3.36M sold.

Second Half Financial Partners first reported a position in ELV in Q4 2023 and held it in 3 quarters. The position peaked at $6.15M in Q1 2024. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Second Half Financial Partners reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 6,462 Elevance Health shares in Q4 2024, an estimated $3.36M.
  • Second Half Financial Partners first reported a position in Elevance Health in Q4 2023 and held it in 3 quarters.
  • Second Half Financial Partners's Elevance Health position peaked at $6.15M in Q1 2024.
  • 1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.