LAIC
ELV icon

Lederer & Associates Investment Counsel’s Elevance Health ELV Stock Holding History

Lederer & Associates Investment Counsel’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
2025
Q1 		– Sell
-3,917
Closed -$1.45M – 83
2024
Q4 		$1.45M Sell
3,917
-171
-4% -$71.6K 1.01% 35
2024
Q3 		$2.13M Sell
4,088
-10
-0.2% -$5.34K 1.5% 19
2024
Q2 		$2.22M Sell
4,098
-204
-5% -$108K 1.61% 14
2024
Q1 		$2.23M Sell
4,302
-8
-0.2% -$3.98K 1.55% 16
2023
Q4 		$2.03M Sell
4,310
-49
-1% -$22.7K 1.5% 19
2023
Q3 		$1.9M Sell
4,359
-12
-0.3% -$5.44K 1.51% 20
2023
Q2 		$1.94M Sell
4,371
-39
-0.9% -$18K 1.47% 22
2023
Q1 		$2.03M Buy
4,410
+306
+7% +$146K 1.56% 20
2022
Q4 		$2.1M Sell
4,104
-98
-2% -$49.8K 1.72% 19
2022
Q3 		$1.91M Buy
4,202
+41
+1% +$19.6K 1.61% 20
2022
Q2 		$2.01M Sell
4,161
-1,230
-23% -$608K 1.55% 19
2022
Q1 		$2.65M Sell
5,391
-198
-4% -$90.5K 1.62% 19
2021
Q4 		$2.59M Sell
5,589
-161
-3% -$67.7K 1.5% 22
2021
Q3 		$2.14M Sell
5,750
-9
-0.2% -$3.42K 1.38% 27
2021
Q2 		$2.2M Buy
5,759
+244
+4% +$93.2K 1.46% 26
2021
Q1 		$1.98M Sell
5,515
-183
-3% -$58.9K 1.4% 26
2020
Q4 		$1.83M Sell
5,698
-663
-10% -$203K 1.4% 27
2020
Q3 		$1.71M Sell
6,361
-118
-2% -$31.8K 1.42% 29
2020
Q2 		$1.7M Sell
6,479
-10
-0.2% -$2.67K 1.59% 25
2020
Q1 		$1.47M Buy
6,489
+759
+13% +$207K 1.67% 22
2019
Q4 		$1.73M Buy
5,730
+235
+4% +$64.7K 1.5% 30
2019
Q3 		$1.32M Buy
5,495
+205
+4% +$56.2K 1.26% 35
2019
Q2 		$1.49M Buy
5,290
+180
+4% +$49.2K 1.37% 35
2019
Q1 		$1.47M Buy
+5,110
New +$1.48M 1.36% 36

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
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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lederer & Associates Investment Counsel's ELV Position: Q1 2025 in Review

Lederer & Associates Investment Counsel sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 3,917 shares — an estimated $1.45M sold.

Lederer & Associates Investment Counsel first reported a position in ELV in Q1 2019 and held it in 24 quarters. The position peaked at $2.65M in Q1 2022. 1,661 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

  • Lederer & Associates Investment Counsel reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 3,917 Elevance Health shares in Q1 2025, an estimated $1.45M.
  • Lederer & Associates Investment Counsel first reported a position in Elevance Health in Q1 2019 and held it in 24 quarters.
  • Lederer & Associates Investment Counsel's Elevance Health position peaked at $2.65M in Q1 2022.
  • 1,661 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2025, filed 2 Apr 2025.