Univest Financial’s Elevance Health ELV Stock Holding History

Univest Financial’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	-443	Closed	-$230K	–	282
2024 Q3	$230K	Buy	+443	New	+$237K	0.02%	257

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

Univest Financial's ELV Position: Q4 2024 in Review

Univest Financial sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 443 shares — an estimated $230K sold.

Univest Financial first reported a position in ELV in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Univest Financial reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Univest Financial sold 443 Elevance Health shares in Q4 2024, an estimated $230K.
Univest Financial first reported a position in Elevance Health in Q3 2024 and held it in 1 quarter.
Univest Financial's Elevance Health position peaked at $230K in Q3 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Univest Financial's 13F filing for Q4 2024, filed 12 Feb 2025.