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Schaper Benz & Wise Investment Counsel’s Elevance Health ELV Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-1,001
Closed -$519K – 148
2024
Q1 		$519K Buy
+1,001
New +$498K 0.04% 110

Other funds holding ELV

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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

Schaper Benz & Wise Investment Counsel's ELV Position: Q2 2024 in Review

Schaper Benz & Wise Investment Counsel sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 1,001 shares — an estimated $519K sold.

Schaper Benz & Wise Investment Counsel first reported a position in ELV in Q1 2024 and held it in 1 quarter. The position peaked at $519K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Schaper Benz & Wise Investment Counsel reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 1,001 Elevance Health shares in Q2 2024, an estimated $519K.
  • Schaper Benz & Wise Investment Counsel first reported a position in Elevance Health in Q1 2024 and held it in 1 quarter.
  • Schaper Benz & Wise Investment Counsel's Elevance Health position peaked at $519K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2024, filed 7 Aug 2024.