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Shelter Mutual Insurance’s Elevance Health ELV Stock Holding History

Shelter Mutual Insurance’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
-5
Closed -$2.59K – 62
2024
Q1 		$2.59K Buy
+5
New +$2.49K ﹤0.01% 63

Other funds holding ELV

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Shelter Mutual Insurance's ELV Position: Q2 2024 in Review

Shelter Mutual Insurance sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 5 shares — an estimated $2.59K sold.

Shelter Mutual Insurance first reported a position in ELV in Q1 2024 and held it in 1 quarter. The position peaked at $2.59K in Q1 2024. 1,708 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Shelter Mutual Insurance reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Shelter Mutual Insurance sold 5 Elevance Health shares in Q2 2024, an estimated $2.59K.
  • Shelter Mutual Insurance first reported a position in Elevance Health in Q1 2024 and held it in 1 quarter.
  • Shelter Mutual Insurance's Elevance Health position peaked at $2.59K in Q1 2024.
  • 1,708 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Shelter Mutual Insurance's 13F filing for Q2 2024, filed 25 Jul 2024.