MHWM
ELV icon

Montz Harcus Wealth Management’s Elevance Health ELV Stock Holding History

Montz Harcus 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
2023
Q3 		– Sell
-486
Closed -$216K – 56
2023
Q2 		$216K Buy
+486
New +$224K 0.18% 55

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montz Harcus Wealth Management's ELV Position: Q3 2023 in Review

Montz Harcus Wealth Management sold out of Elevance Health (ELV) in Q3 2023, closing a stake of 486 shares — an estimated $216K sold.

Montz Harcus Wealth Management first reported a position in ELV in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 1,523 funds tracked by Wall St. Rank hold ELV as of Q3 2023.

  • Montz Harcus Wealth Management reported no remaining Elevance Health position as of Q3 2023 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 486 Elevance Health shares in Q3 2023, an estimated $216K.
  • Montz Harcus Wealth Management first reported a position in Elevance Health in Q2 2023 and held it in 1 quarter.
  • Montz Harcus Wealth Management's Elevance Health position peaked at $216K in Q2 2023.
  • 1,523 funds tracked by Wall St. Rank held Elevance Health as of Q3 2023.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.