Shulman DeMeo Asset Management’s Elevance Health ELV Stock Holding History

Shulman DeMeo Asset Management’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	-474	Closed	-$246K	–	123
2024 Q3	$246K	Buy	474 +1	+0.2%	+$534	0.06%	113
2024 Q2	$256K	Hold	473	–	–	0.07%	107
2024 Q1	$245K	Buy	473 +1	+0.2%	+$497	0.06%	113
2023 Q4	$223K	Hold	472	–	–	0.06%	115
2023 Q3	$205K	Buy	472 +1	+0.2%	+$454	0.07%	114
2023 Q2	$209K	Sell	471 -16	-3%	-$7.38K	0.06%	118
2023 Q1	$224K	Buy	487 +1	+0.2%	+$476	0.07%	117
2022 Q4	$249K	Hold	486	–	–	0.08%	109
2022 Q3	$221K	Sell	486 -6	-1%	-$2.87K	0.08%	112
2022 Q2	$237K	Buy	492 +1	+0.2%	+$495	0.08%	113
2022 Q1	$241K	Hold	491	–	–	0.07%	127
2021 Q4	$227K	Buy	+491	New	+$207K	0.06%	133

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

Shulman DeMeo Asset Management's ELV Position: Q4 2024 in Review

Shulman DeMeo Asset Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 474 shares — an estimated $246K sold.

Shulman DeMeo Asset Management first reported a position in ELV in Q4 2021 and held it in 12 quarters. The position peaked at $256K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Shulman DeMeo Asset Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Shulman DeMeo Asset Management sold 474 Elevance Health shares in Q4 2024, an estimated $246K.
Shulman DeMeo Asset Management first reported a position in Elevance Health in Q4 2021 and held it in 12 quarters.
Shulman DeMeo Asset Management's Elevance Health position peaked at $256K in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.