WI
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Wintrust Investments’s Elevance Health ELV Stock Holding History

Wintrust Investments’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
-69
Closed -$36K – 448
2024
Q3 		$36K Sell
69
-519
-88% -$277K 0.03% 360
2024
Q2 		$319K Buy
588
+154
+35% +$81.4K 0.03% 365
2024
Q1 		$225K Sell
434
-70
-14% -$34.8K 0.02% 433
2023
Q4 		$238K Buy
504
+4
+0.8% +$1.85K 0.02% 392
2023
Q3 		$218K Hold
500
– – 0.02% 376
2023
Q2 		$222K Sell
500
-8
-2% -$3.69K 0.02% 394
2023
Q1 		$234K Sell
508
-3
-0.6% -$1.43K 0.03% 304
2022
Q4 		$262K Buy
511
+11
+2% +$5.58K 0.03% 308
2022
Q3 		$227K Sell
500
-100
-17% -$47.8K 0.03% 361
2022
Q2 		$290K Hold
600
– – 0.03% 305
2022
Q1 		$295K Hold
600
– – 0.03% 334
2021
Q4 		$278K Hold
600
– – 0.03% 350
2021
Q3 		$224K Hold
600
– – 0.03% 252
2021
Q2 		$229K Buy
+600
New +$229K 0.02% 389
2019
Q2 		– Sell
-750
Closed -$215K – 366
2019
Q1 		$215K Sell
750
-50
-6% -$14.5K 0.03% 325
2018
Q4 		$210K Hold
800
– – 0.04% 308
2018
Q3 		$219K Sell
800
-50
-6% -$13K 0.04% 331
2018
Q2 		$202K Buy
+850
New +$197K 0.04% 338
2018
Q1 		– Sell
-1,850
Closed -$416K – 272
2017
Q4 		$416K Sell
1,850
-100
-5% -$21.3K 0.1% 183
2017
Q3 		$370K Sell
1,950
-175
-8% -$33.3K 0.09% 193
2017
Q2 		$400K Sell
2,125
-100
-4% -$18K 0.11% 194
2017
Q1 		$368K Buy
+2,225
New +$354K 0.1% 195

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wintrust Investments's ELV Position: Q4 2024 in Review

Wintrust Investments sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 69 shares — an estimated $36K sold.

Wintrust Investments first reported a position in ELV in Q1 2017 and held it in 22 quarters. The position peaked at $416K in Q4 2017. 1,603 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Wintrust Investments reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 69 Elevance Health shares in Q4 2024, an estimated $36K.
  • Wintrust Investments first reported a position in Elevance Health in Q1 2017 and held it in 22 quarters.
  • Wintrust Investments's Elevance Health position peaked at $416K in Q4 2017.
  • 1,603 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.