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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
-6
Closed -$2.36K – 196
2024
Q2 		$2.36K Hold
6
– – ﹤0.01% 175
2024
Q1 		$4.99K Hold
6
– – ﹤0.01% 174
2023
Q4 		$10.8K Buy
+6
New +$2.77K ﹤0.01% 237

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

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.