TFB Advisors’s Elevance Health ELV Stock Holding History

TFB Advisors’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	-540	Closed	-$281K	–	324
2024 Q3	$281K	Buy	540 +103	+24%	+$55K	0.08%	251
2024 Q2	$237K	Buy	+437	New	+$231K	0.08%	262

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

TFB Advisors's ELV Position: Q4 2024 in Review

TFB Advisors sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 540 shares — an estimated $281K sold.

TFB Advisors first reported a position in ELV in Q2 2024 and held it in 2 quarters. The position peaked at $281K in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

TFB Advisors reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
TFB Advisors sold 540 Elevance Health shares in Q4 2024, an estimated $281K.
TFB Advisors first reported a position in Elevance Health in Q2 2024 and held it in 2 quarters.
TFB Advisors's Elevance Health position peaked at $281K in Q3 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on TFB Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.