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Shepherd Financial Partners’s Elevance Health ELV Stock Holding History

Shepherd Financial Partners’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
-372
Closed -$202K – 221
2024
Q2 		$202K Buy
+372
New +$197K 0.03% 211

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Ameriprise
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Shepherd Financial Partners's ELV Position: Q3 2024 in Review

Shepherd Financial Partners sold out of Elevance Health (ELV) in Q3 2024, closing a stake of 372 shares — an estimated $202K sold.

Shepherd Financial Partners first reported a position in ELV in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold ELV as of Q3 2024.

  • Shepherd Financial Partners reported no remaining Elevance Health position as of Q3 2024 after selling out during the quarter.
  • Shepherd Financial Partners sold 372 Elevance Health shares in Q3 2024, an estimated $202K.
  • Shepherd Financial Partners first reported a position in Elevance Health in Q2 2024 and held it in 1 quarter.
  • Shepherd Financial Partners's Elevance Health position peaked at $202K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Elevance Health as of Q3 2024.

Based on Shepherd Financial Partners's 13F filing for Q3 2024, filed 28 Oct 2024.