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Van Leeuwen & Company’s Elevance Health ELV Stock Holding History

Van Leeuwen & Company’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
Q1 		$3.21M Buy
6,182
+2,576
+71% +$1.28M 1.62% 21
2023
Q4 		$1.7M Buy
+3,606
New +$1.67M 0.99% 45
2023
Q1 		– Sell
-7,122
Closed -$3.65M – 77
2022
Q4 		$3.65M Sell
7,122
-61
-0.8% -$31K 2.53% 17
2022
Q3 		$3.26M Buy
7,183
+1,914
+36% +$916K 2.6% 15
2022
Q2 		$2.54M Buy
5,269
+45
+0.9% +$22.3K 2.13% 18
2022
Q1 		$2.57M Buy
+5,224
New +$2.39M 1.89% 14

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

Van Leeuwen & Company's ELV Position: Q1 2024 in Review

Van Leeuwen & Company increased its Elevance Health (ELV) stake by 71% in Q1 2024, buying an estimated $1.28M and bringing the position to 6,182 shares worth $3.21M. The position accounts for 1.62% of the portfolio, ranked #21.

Van Leeuwen & Company first reported a position in ELV in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.65M in Q4 2022. 1,667 funds tracked by Wall St. Rank hold ELV as of Q1 2024.

  • Van Leeuwen & Company held 6,182 shares of Elevance Health worth $3.21M as of Q1 2024.
  • Van Leeuwen & Company bought 2,576 Elevance Health shares in Q1 2024, an estimated $1.28M.
  • Elevance Health made up 1.62% of Van Leeuwen & Company's portfolio in Q1 2024, its #21 holding.
  • Van Leeuwen & Company first reported a position in Elevance Health in Q1 2022 and has held it in 6 quarters since.
  • Van Leeuwen & Company's Elevance Health position peaked at $3.65M in Q4 2022.
  • 1,667 funds tracked by Wall St. Rank held Elevance Health as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.