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DOHJ LLC’s Elevance Health ELV Stock Holding History

DOHJ LLC’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
Q1 		– Sell
-1,073
Closed -$506K – 139
2023
Q4 		$506K Buy
+1,073
New +$496K 0.15% 102

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DOHJ LLC's ELV Position: Q1 2024 in Review

DOHJ LLC sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 1,073 shares — an estimated $506K sold.

DOHJ LLC first reported a position in ELV in Q4 2023 and held it in 1 quarter. The position peaked at $506K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • DOHJ LLC reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • DOHJ LLC sold 1,073 Elevance Health shares in Q1 2024, an estimated $506K.
  • DOHJ LLC first reported a position in Elevance Health in Q4 2023 and held it in 1 quarter.
  • DOHJ LLC's Elevance Health position peaked at $506K in Q4 2023.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on DOHJ LLC's 13F filing for Q1 2024, filed 16 Apr 2024.