Westfield Capital Management’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,551
Closed -$807K 252
2024
Q3
$807K Buy
1,551
+321
+26% +$171K ﹤0.01% 229
2024
Q2
$666K Buy
+1,230
New +$650K ﹤0.01% 234

Other funds holding ELV

Westfield Capital Management's ELV Position: Q4 2024 in Review

Westfield Capital Management sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 1,551 shares — an estimated $807K sold.

Westfield Capital Management first reported a position in ELV in Q2 2024 and held it in 2 quarters. The position peaked at $807K in Q3 2024. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Westfield Capital Management reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Westfield Capital Management sold 1,551 Elevance Health shares in Q4 2024, an estimated $807K.
  • Westfield Capital Management first reported a position in Elevance Health in Q2 2024 and held it in 2 quarters.
  • Westfield Capital Management's Elevance Health position peaked at $807K in Q3 2024.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Westfield Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.