Jeff Auxier’s ELV Holdings & Trades

First Buy
Q4 2014
Duration Held
44 Quarters
Largest Add
Q4 2014
+63,136 shares
Current Position
37,096 shares
$11.99 M value

Jeff Auxier's ELV Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 37.1K shares of Elevance Health, Inc. (ELV) worth $11.99 M, representing 1.68% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 1.0K shares. Largest reduction occurred in Q2 2024, reducing 6.5K shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier's Elevance Health (ELV) Holding Value Over Time

Track share changes against reported price movement

Quarterly Elevance Health (ELV) Trades by Jeff Auxier

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2014 +63,136 New Buy 63,136 $125.67
Q1 2015 -1,142 Reduce 1.81% 61,994 $154.40
Q2 2015 -5,700 Reduce 9.19% 56,294 $164.14
Q3 2015 -50 Reduce 0.09% 56,244 $140.00
Q1 2016 -200 Reduce 0.36% 56,044 $139.00
Q3 2016 -1,200 Reduce 2.14% 54,844 $125.32
Q4 2016 -150 Reduce 0.27% 54,694 $143.76
Q1 2017 -2,500 Reduce 4.57% 52,194 $165.38
Q2 2017 -75 Reduce 0.14% 52,119 $188.13
Q3 2017 -1,800 Reduce 3.45% 50,319 $189.89
Q4 2017 -625 Reduce 1.24% 49,694 $225.02
Q1 2018 +465 Add 0.94% 50,159 $219.70
Q2 2018 -413 Reduce 0.82% 49,746 $238.03
Q3 2018 -287 Reduce 0.58% 49,459 $274.05
Q1 2019 -2,160 Reduce 4.37% 47,299 $286.98
Q2 2019 +1,000 Add 2.11% 48,299 $282.20
Q3 2019 -50 Reduce 0.10% 48,249 $240.11
Q4 2019 +360 Add 0.75% 48,609 $302.02
Q1 2020 -555 Reduce 1.14% 48,054 $227.04
Q2 2020 +495 Add 1.03% 48,549 $262.97
Q3 2020 +80 Add 0.16% 48,629 $268.58
Q4 2020 -60 Reduce 0.12% 48,569 $321.09
Q1 2021 -100 Reduce 0.21% 48,469 $358.95
Q2 2021 -595 Reduce 1.23% 47,874 $381.79
Q3 2021 -38 Reduce 0.08% 47,836 $372.79
Q4 2021 -162 Reduce 0.34% 47,674 $463.54
Q1 2022 -1,060 Reduce 2.22% 46,614 $491.23
Q2 2022 -31 Reduce 0.07% 46,583 $482.58
Q3 2022 -14 Reduce 0.03% 46,569 $454.25
Q4 2022 -33 Reduce 0.07% 46,536 $512.97
Q1 2023 -128 Reduce 0.28% 46,408 $459.81
Q2 2023 -45 Reduce 0.10% 46,363 $444.29
Q3 2023 -35 Reduce 0.08% 46,328 $435.42
Q4 2023 -244 Reduce 0.53% 46,084 $471.56
Q1 2024 -2,350 Reduce 5.10% 43,734 $518.54
Q2 2024 -6,529 Reduce 14.93% 37,205 $541.86
Q3 2024 +10 Add 0.03% 37,215 $520.00
Q4 2024 -1,573 Reduce 4.23% 35,642 $368.90
Q1 2025 +430 Add 1.21% 36,072 $434.96
Q2 2025 +681 Add 1.89% 36,753 $388.96
Q3 2025 +343 Add 0.93% 37,096 $323.12

Jeff Auxier's Elevance Health Investment FAQs

Jeff Auxier first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 63,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier has held Elevance Health, Inc. (ELV) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's largest addition to Elevance Health, Inc. (ELV) was in Q4 2014, adding 63,136 shares worth $7.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 37,096 shares of Elevance Health, Inc. (ELV), valued at approximately $11.99 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 1.68% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's peak holding in Elevance Health, Inc. (ELV) was 63,136 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.