OLVIG
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Oliver Lagore Vanvalin Investment Group’s Elevance Health ELV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-8
Closed -$4.15K – 760
2024
Q1 		$4.15K Hold
8
– – ﹤0.01% 537
2023
Q4 		$3.77K Hold
8
– – ﹤0.01% 562
2023
Q3 		$3.48K Hold
8
– – ﹤0.01% 612
2023
Q2 		$3.55K Hold
8
– – ﹤0.01% 610
2023
Q1 		$3.68K Hold
8
– – ﹤0.01% 526
2022
Q4 		$4.1K Sell
8
-3
-27% -$1.52K ﹤0.01% 489
2022
Q3 		$5K Hold
11
– – ﹤0.01% 425
2022
Q2 		$5K Buy
11
+3
+38% +$1.48K ﹤0.01% 411
2022
Q1 		$4K Buy
+8
New +$3.66K ﹤0.01% 430

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Oliver Lagore Vanvalin Investment Group's ELV Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 8 shares — an estimated $4.15K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ELV in Q1 2022 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 1,706 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 8 Elevance Health shares in Q2 2024, an estimated $4.15K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Elevance Health in Q1 2022 and held it in 9 quarters.
  • Oliver Lagore Vanvalin Investment Group's Elevance Health position peaked at $5K in Q3 2022.
  • 1,706 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.