Werba Rubin Papier Wealth Management’s Elevance Health ELV Stock Holding History

Werba Rubin Papier Wealth 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	-402	Closed	-$209K	–	201
2024 Q3	$209K	Sell	402 -14	-3%	-$7.48K	0.05%	173
2024 Q2	$225K	Buy	416 +15	+4%	+$7.93K	0.06%	146
2024 Q1	$208K	Buy	+401	New	+$199K	0.06%	139

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

Werba Rubin Papier Wealth Management's ELV Position: Q4 2024 in Review

Werba Rubin Papier Wealth Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 402 shares — an estimated $209K sold.

Werba Rubin Papier Wealth Management first reported a position in ELV in Q1 2024 and held it in 3 quarters. The position peaked at $225K in Q2 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

Werba Rubin Papier Wealth Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 402 Elevance Health shares in Q4 2024, an estimated $209K.
Werba Rubin Papier Wealth Management first reported a position in Elevance Health in Q1 2024 and held it in 3 quarters.
Werba Rubin Papier Wealth Management's Elevance Health position peaked at $225K in Q2 2024.
1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.