Joel Greenblatt's ELV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 117.4K shares of Elevance Health, Inc. (ELV) worth $37.94 M, representing 0.17% 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, Joel Greenblatt has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 63.8K shares. Largest reduction occurred in Q4 2019, reducing 66.3K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +6,835 | New Buy | 6,835 | $125.68 |
| Q1 2015 | -918 | Reduce 13.43% | 5,917 | $154.47 |
| Q2 2015 | +51,791 | Add 875.29% | 57,708 | $164.14 |
| Q3 2015 | +22,043 | Add 38.20% | 79,751 | $140.00 |
| Q4 2015 | -838 | Reduce 1.05% | 78,913 | $139.44 |
| Q1 2016 | -78,913 | Sold Out | 78,913 | $0.00 |
| Q2 2016 | +34,769 | New Buy | 34,769 | $131.35 |
| Q3 2016 | -15,465 | Reduce 44.48% | 19,304 | $125.31 |
| Q4 2016 | +9,104 | Add 47.16% | 28,408 | $143.76 |
| Q1 2017 | +4,990 | Add 17.57% | 33,398 | $165.37 |
| Q2 2017 | +3,107 | Add 9.30% | 36,505 | $188.14 |
| Q3 2017 | +1,308 | Add 3.58% | 37,813 | $189.88 |
| Q4 2017 | -1,530 | Reduce 4.05% | 36,283 | $225.01 |
| Q1 2018 | -31,620 | Reduce 87.15% | 4,663 | $219.60 |
| Q2 2018 | +12,885 | Add 276.32% | 17,548 | $238.03 |
| Q3 2018 | +46,051 | Add 262.43% | 63,599 | $274.05 |
| Q4 2018 | -45,795 | Reduce 72.01% | 17,804 | $262.64 |
| Q1 2019 | -1,859 | Reduce 10.44% | 15,945 | $286.99 |
| Q2 2019 | -5,891 | Reduce 36.95% | 10,054 | $282.18 |
| Q3 2019 | +63,826 | Add 634.83% | 73,880 | $240.11 |
| Q4 2019 | -66,264 | Reduce 89.69% | 7,616 | $302.00 |
| Q1 2020 | +933 | Add 12.25% | 8,549 | $227.04 |
| Q2 2020 | +41,873 | Add 489.80% | 50,422 | $262.98 |
| Q3 2020 | -12,719 | Reduce 25.23% | 37,703 | $268.60 |
| Q4 2020 | -16,651 | Reduce 44.16% | 21,052 | $321.11 |
| Q1 2021 | -8,773 | Reduce 41.67% | 12,279 | $358.99 |
| Q2 2021 | +7,633 | Add 62.16% | 19,912 | $381.78 |
| Q3 2021 | -685 | Reduce 3.44% | 19,227 | $372.81 |
| Q4 2021 | +9,058 | Add 47.11% | 28,285 | $463.53 |
| Q1 2022 | -2,594 | Reduce 9.17% | 25,691 | $491.22 |
| Q2 2022 | -3,054 | Reduce 11.89% | 22,637 | $482.57 |
| Q3 2022 | -2,002 | Reduce 8.84% | 20,635 | $454.23 |
| Q4 2022 | -14,429 | Reduce 69.92% | 6,206 | $512.97 |
| Q1 2023 | +303 | Add 4.88% | 6,509 | $459.81 |
| Q2 2023 | +1,039 | Add 15.96% | 7,548 | $444.29 |
| Q3 2023 | +2,551 | Add 33.80% | 10,099 | $435.42 |
| Q4 2023 | +415 | Add 4.11% | 10,514 | $471.56 |
| Q1 2024 | -6,724 | Reduce 63.95% | 3,790 | $518.54 |
| Q2 2024 | +8,023 | Add 211.69% | 11,813 | $541.86 |
| Q3 2024 | +14,840 | Add 125.62% | 26,653 | $520.00 |
| Q4 2024 | +27,033 | Add 101.43% | 53,686 | $368.90 |
| Q1 2025 | +17,050 | Add 31.76% | 70,736 | $434.96 |
| Q2 2025 | -11,406 | Reduce 16.12% | 59,330 | $388.96 |
| Q3 2025 | +58,077 | Add 97.89% | 117,407 | $323.12 |
Joel Greenblatt's Elevance Health Investment FAQs
Joel Greenblatt first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 6,835 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt 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.
Joel Greenblatt's largest addition to Elevance Health, Inc. (ELV) was in Q3 2019, adding 73,880 shares worth $17.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 117,407 shares of Elevance Health, Inc. (ELV), valued at approximately $37.94 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 0.17% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Elevance Health, Inc. (ELV) was 117,407 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.