Lee, Danner & Bass’s Elevance Health ELV Stock Holding History

Lee, Danner & Bass’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	-80	Closed	-$29.5K	–	354
2024 Q4	$29.5K	Buy	+80	New	+$33.5K	﹤0.01%	413

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Lee, Danner & Bass's ELV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Elevance Health (ELV) in Q1 2025, closing a stake of 80 shares — an estimated $29.5K sold.

Lee, Danner & Bass first reported a position in ELV in Q4 2024 and held it in 1 quarter. The position peaked at $29.5K in Q4 2024. 1,660 funds tracked by Wall St. Rank hold ELV as of Q1 2025.

Lee, Danner & Bass reported no remaining Elevance Health position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 80 Elevance Health shares in Q1 2025, an estimated $29.5K.
Lee, Danner & Bass first reported a position in Elevance Health in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Elevance Health position peaked at $29.5K in Q4 2024.
1,660 funds tracked by Wall St. Rank held Elevance Health as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.