LIWM
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Long Island Wealth Management’s Elevance Health ELV Stock Holding History

Long Island 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
Q1 		– Sell
-24
Closed -$11K – 173
2023
Q4 		$11K Buy
+24
New +$11.1K 0.01% 195

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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

Long Island Wealth Management's ELV Position: Q1 2024 in Review

Long Island Wealth Management sold out of Elevance Health (ELV) in Q1 2024, closing a stake of 24 shares — an estimated $11K sold.

Long Island Wealth Management first reported a position in ELV in Q4 2023 and held it in 1 quarter. The position peaked at $11K in Q4 2023. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Long Island Wealth Management reported no remaining Elevance Health position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 24 Elevance Health shares in Q1 2024, an estimated $11K.
  • Long Island Wealth Management first reported a position in Elevance Health in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Elevance Health position peaked at $11K in Q4 2023.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.