Laidlaw Wealth Management’s Elevance Health ELV Stock Holding History

Laidlaw Wealth Management’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	-672	Closed	-$364K	–	195
2024 Q2	$364K	Hold	672	–	–	0.2%	119
2024 Q1	$348K	Sell	672 -381	-36%	-$189K	0.19%	122
2023 Q4	$497K	Sell	1,053 -13	-1%	-$6.01K	0.18%	129
2023 Q3	$464K	Sell	1,066 -95	-8%	-$43.1K	0.15%	158
2023 Q2	$516K	Buy	1,161 +111	+11%	+$51.2K	0.1%	196
2023 Q1	$483K	Buy	1,050 +513	+96%	+$244K	0.1%	204
2022 Q4	$275K	Buy	537 +1	+0.2%	+$508	0.06%	278
2022 Q3	$244K	Buy	536 +3	+0.6%	+$1.44K	0.06%	269
2022 Q2	$257K	Buy	533 +28	+6%	+$13.9K	0.05%	299
2022 Q1	$248K	Buy	505 +6	+1%	+$2.74K	0.04%	328
2021 Q4	$231K	Buy	+499	New	+$210K	0.04%	359

Other funds holding ELV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laidlaw Wealth Management's ELV Position: Q3 2024 in Review

Laidlaw Wealth Management sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 672 shares — an estimated $364K sold.

Laidlaw Wealth Management first reported a position in ELV in Q4 2021 and held it in 11 quarters. The position peaked at $516K in Q2 2023. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

Laidlaw Wealth Management reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 672 Elevance Health shares in Q3 2024, an estimated $364K.
Laidlaw Wealth Management first reported a position in Elevance Health in Q4 2021 and held it in 11 quarters.
Laidlaw Wealth Management's Elevance Health position peaked at $516K in Q2 2023.
1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Laidlaw Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.