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Woodmont Investment Counsel’s Elevance Health ELV Stock Holding History

Woodmont 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
-536
Closed -$278K – 261
2024
Q1 		$278K Buy
+536
New +$267K 0.02% 229
2016
Q4 		– Sell
-98
Closed -$12K – 318
2016
Q3 		$12K Buy
+98
New +$12.7K ﹤0.01% 440

Other funds holding ELV

Vanguard Group
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 $865B AUM 30.76% 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 $1.61T 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

Woodmont Investment Counsel's ELV Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Elevance Health (ELV) in Q2 2024, closing a stake of 536 shares — an estimated $278K sold.

Woodmont Investment Counsel first reported a position in ELV in Q3 2016 and held it in 2 quarters. The position peaked at $278K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold ELV as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Elevance Health position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 536 Elevance Health shares in Q2 2024, an estimated $278K.
  • Woodmont Investment Counsel first reported a position in Elevance Health in Q3 2016 and held it in 2 quarters.
  • Woodmont Investment Counsel's Elevance Health position peaked at $278K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Elevance Health as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.