Wishbone Management’s Elevance Health ELV Stock Holding History

Wishbone 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
2025 Q1	–	Sell	-152,000	Closed	-$56.1M	–	5
2024 Q4	$56.1M	Buy	152,000 +14,000	+10%	+$5.86M	26.64%	2
2024 Q3	$71.8M	Sell	138,000 -15,000	-10%	-$8.01M	25.7%	2
2024 Q2	$82.9M	Hold	153,000	–	–	26.77%	2
2024 Q1	$79.3M	Hold	153,000	–	–	28.05%	2
2023 Q4	$72.1M	Sell	153,000 -37,000	-19%	-$17.1M	31.96%	2
2023 Q3	$82.7M	Buy	190,000 +55,000	+41%	+$24.9M	29.38%	1
2023 Q2	$60M	Buy	135,000 +30,000	+29%	+$13.8M	17.96%	4
2023 Q1	$48.3M	Hold	105,000	–	–	13.93%	4
2022 Q4	$53.9M	Hold	105,000	–	–	16.67%	2
2022 Q3	$47.7M	Buy	105,000 +25,000	+31%	+$12M	13.73%	3
2022 Q2	$38.6M	Sell	80,000 -20,000	-20%	-$9.89M	14.06%	4
2022 Q1	$49.1M	Sell	100,000 -60,000	-38%	-$27.4M	9.63%	6
2021 Q4	$74.2M	Sell	160,000 -105,000	-40%	-$44.2M	10.09%	4
2021 Q3	$98.8M	Sell	265,000 -55,000	-17%	-$20.9M	13.63%	3
2021 Q2	$122M	Hold	320,000	–	–	18.85%	2
2021 Q1	$115M	Buy	+320,000	New	+$103M	19.28%	2

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wishbone Management's ELV Position: Q1 2025 in Review

Wishbone Management sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 152,000 shares — an estimated $56.1M sold.

Wishbone Management first reported a position in ELV in Q1 2021 and held it in 16 quarters. The position peaked at $122M in Q2 2021. 1,662 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

Wishbone Management reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
Wishbone Management sold 152,000 Elevance Health shares in Q1 2025, an estimated $56.1M.
Wishbone Management first reported a position in Elevance Health in Q1 2021 and held it in 16 quarters.
Wishbone Management's Elevance Health position peaked at $122M in Q2 2021.
1,662 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Wishbone Management's 13F filing for Q1 2025, filed 15 May 2025.