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Laffer Tengler Investments’s Elevance Health ELV Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-7
Closed -$3.91K – 232
2024
Q2 		$3.91K Hold
7
– – ﹤0.01% 347
2024
Q1 		$3.73K Buy
+7
New +$3.48K ﹤0.01% 352
2022
Q4 		– Sell
-5
Closed -$2.31K – 435
2022
Q3 		$2.31K Hold
5
– – ﹤0.01% 359
2022
Q2 		$2.45K Hold
5
– – ﹤0.01% 330
2022
Q1 		$2.48K Buy
5
+2
+67% +$914 ﹤0.01% 359
2021
Q4 		$1.41K Hold
3
– – ﹤0.01% 349
2021
Q3 		$1.13K Buy
+3
New +$1.14K ﹤0.01% 456

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laffer Tengler Investments's ELV Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 7 shares — an estimated $3.91K sold.

Laffer Tengler Investments first reported a position in ELV in Q3 2021 and held it in 7 quarters. The position peaked at $3.91K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 7 Elevance Health shares in Q3 2024, an estimated $3.91K.
  • Laffer Tengler Investments first reported a position in Elevance Health in Q3 2021 and held it in 7 quarters.
  • Laffer Tengler Investments's Elevance Health position peaked at $3.91K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.