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Stiles Financial Services’s Elevance Health ELV Stock Holding History

Stiles Financial Services’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
-1,126
Closed -$586K – 185
2024
Q3 		$586K Sell
1,126
-15
-1% -$8.01K 0.21% 99
2024
Q2 		$618K Sell
1,141
-18
-2% -$9.51K 0.24% 92
2024
Q1 		$602K Sell
1,159
-21
-2% -$10.4K 0.24% 97
2023
Q4 		$557K Buy
1,180
+1
+0.1% +$462 0.25% 97
2023
Q3 		$514K Sell
1,179
-8
-0.7% -$3.63K 0.27% 99
2023
Q2 		$527K Sell
1,187
-12
-1% -$5.54K 0.26% 99
2023
Q1 		$551K Buy
1,199
+4
+0.3% +$1.9K 0.3% 93
2022
Q4 		$613K Sell
1,195
-17
-1% -$8.63K 0.35% 83
2022
Q3 		$551K Sell
1,212
-7
-0.6% -$3.35K 0.33% 81
2022
Q2 		$588K Sell
1,219
-12
-1% -$5.94K 0.35% 79
2022
Q1 		$605K Sell
1,231
-62
-5% -$28.3K 0.3% 92
2021
Q4 		$599K Buy
+1,293
New +$544K 0.29% 96

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

Stiles Financial Services's ELV Position: Q4 2024 in Review

Stiles Financial Services sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 1,126 shares — an estimated $586K sold.

Stiles Financial Services first reported a position in ELV in Q4 2021 and held it in 12 quarters. The position peaked at $618K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Stiles Financial Services reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Stiles Financial Services sold 1,126 Elevance Health shares in Q4 2024, an estimated $586K.
  • Stiles Financial Services first reported a position in Elevance Health in Q4 2021 and held it in 12 quarters.
  • Stiles Financial Services's Elevance Health position peaked at $618K in Q2 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Stiles Financial Services's 13F filing for Q4 2024, filed 28 Jan 2025.