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Sugar Maple Asset Management’s Elevance Health ELV Stock Holding History

Sugar Maple 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
2025
Q1 		– Sell
-2
Closed -$738 – 186
2024
Q4 		$738 Buy
+2
New +$837 ﹤0.01% 301

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State Street
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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

Sugar Maple Asset Management's ELV Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 2 shares — an estimated $738 sold.

Sugar Maple Asset Management first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $738 in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 2 Elevance Health shares in Q1 2025, an estimated $738.
  • Sugar Maple Asset Management first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Elevance Health position peaked at $738 in Q4 2024.
  • 1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.