LWL
ELV icon

Leo Wealth LLC’s Elevance Health ELV Stock Holding History

Leo Wealth LLC’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
Q1 		– Sell
-458
Closed -$216K – 339
2023
Q4 		$216K Buy
+458
New +$212K 0.02% 303

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Leo Wealth LLC's ELV Position: Q1 2024 in Review

Leo Wealth LLC sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 458 shares — an estimated $216K sold.

Leo Wealth LLC first reported a position in ELV in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Leo Wealth LLC reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 458 Elevance Health shares in Q1 2024, an estimated $216K.
  • Leo Wealth LLC first reported a position in Elevance Health in Q4 2023 and held it in 1 quarter.
  • Leo Wealth LLC's Elevance Health position peaked at $216K in Q4 2023.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Leo Wealth LLC's 13F filing for Q1 2024, filed 9 May 2024.