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Delap Wealth Advisory’s Elevance Health ELV Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-514
Closed -$267K – 177
2024
Q1 		$267K Buy
+514
New +$256K 0.11% 179

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Delap Wealth Advisory's ELV Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 514 shares — an estimated $267K sold.

Delap Wealth Advisory first reported a position in ELV in Q1 2024 and held it in 1 quarter. The position peaked at $267K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 514 Elevance Health shares in Q2 2024, an estimated $267K.
  • Delap Wealth Advisory first reported a position in Elevance Health in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Elevance Health position peaked at $267K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.