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Planning Capital Management Corporation’s Elevance Health ELV Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-11
Closed -$5.96K – 831
2024
Q2 		$5.96K Hold
11
– – ﹤0.01% 450
2024
Q1 		$5.7K Hold
11
– – ﹤0.01% 468
2023
Q4 		$5.19K Buy
+11
New +$5.09K ﹤0.01% 478

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planning Capital Management Corporation's ELV Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 11 shares — an estimated $5.96K sold.

Planning Capital Management Corporation first reported a position in ELV in Q4 2023 and held it in 3 quarters. The position peaked at $5.96K in Q2 2024. 1,694 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 11 Elevance Health shares in Q3 2024, an estimated $5.96K.
  • Planning Capital Management Corporation first reported a position in Elevance Health in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Elevance Health position peaked at $5.96K in Q2 2024.
  • 1,694 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.