Luther King Capital Management (LKCM)
ELV icon

Luther King Capital Management (LKCM)’s Elevance Health ELV Stock Holding History

Luther King Capital Management (LKCM)’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
Q4 		– Sell
-618
Closed -$321K – 596
2024
Q3 		$321K Sell
618
-4
-0.6% -$2.14K ﹤0.01% 522
2024
Q2 		$337K Buy
622
+16
+3% +$8.46K ﹤0.01% 508
2024
Q1 		$314K Sell
606
-65
-10% -$32.3K ﹤0.01% 514
2023
Q4 		$316K Buy
+671
New +$310K ﹤0.01% 507
2022
Q4 		– Sell
-474
Closed -$215K – 584
2022
Q3 		$215K Buy
+474
New +$227K ﹤0.01% 543
2022
Q2 		– Sell
-627
Closed -$308K – 609
2022
Q1 		$308K Sell
627
-5
-0.8% -$2.29K ﹤0.01% 544
2021
Q4 		$293K Buy
632
+17
+3% +$7.15K ﹤0.01% 556
2021
Q3 		$229K Buy
+615
New +$234K ﹤0.01% 574
2020
Q1 		– Sell
-745
Closed -$225K – 514
2019
Q4 		$225K Buy
+745
New +$205K ﹤0.01% 522
2013
Q4 		– Sell
-10,250
Closed -$857K – 549
2013
Q3 		$857K Hold
10,250
– – 0.01% 451
2013
Q2 		$839K Buy
+10,250
New +$767K 0.01% 450

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Luther King Capital Management (LKCM)'s ELV Position: Q4 2024 in Review

Luther King Capital Management (LKCM) sold out of Elevance Health (ELV) in Q4 2024, closing a stake of 618 shares — an estimated $321K sold.

Luther King Capital Management (LKCM) first reported a position in ELV in Q2 2013 and held it in 11 quarters. The position peaked at $857K in Q3 2013. 1,602 funds tracked by Wall St. Rank hold ELV as of Q4 2024.

  • Luther King Capital Management (LKCM) reported no remaining Elevance Health position as of Q4 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 618 Elevance Health shares in Q4 2024, an estimated $321K.
  • Luther King Capital Management (LKCM) first reported a position in Elevance Health in Q2 2013 and held it in 11 quarters.
  • Luther King Capital Management (LKCM)'s Elevance Health position peaked at $857K in Q3 2013.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q4 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2024, filed 7 Feb 2025.