Lederer & Associates Investment Counsel/Ca / ELV
Lederer & Associates Investment Counsel/Ca’s Elevance Health Inc Formerly Position
Does Lederer & Associates Investment Counsel/Ca own Elevance Health Inc Formerly (ELV)? Not currently — the last reported position was 3.9K shares worth $1M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.
Position Value
$1M
Q4 2024
Shares
3.9K
% of Portfolio
+1.01%
Quarters Held
23
position exited
Position History ELV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 3.9K | $1M | +1.01% |
| Q3 2024 | 4.1K | $2M | +1.50% |
| Q2 2024 | 4.1K | $2M | +1.61% |
| Q1 2024 | 4.3K | $2M | +1.55% |
| Q4 2023 | 4.3K | $2M | +1.50% |
| Q3 2023 | 4.4K | $2M | +1.51% |
| Q2 2023 | 4.4K | $2M | +1.47% |
| Q1 2023 | 4.4K | $2M | +1.56% |
| Q4 2022 | 4.1K | $2M | +1.72% |
| Q3 2022 | 4.2K | $2M | +1.61% |
| Q2 2022 | 4.2K | $2M | +1.55% |
| Q1 2022 | 5.4K | $3M | +1.62% |
| Q4 2021 | 5.6K | $3M | +1.50% |
| Q3 2021 | 5.8K | $2M | +1.38% |
| Q2 2021 | 5.8K | $2M | +1.46% |
| Q1 2021 | 5.5K | $2M | +1.40% |
| Q4 2020 | 5.7K | $2M | +1.40% |
| Q2 2020 | 6.5K | $2M | +1.59% |
| Q1 2020 | 6.5K | $1M | +1.67% |
| Q4 2019 | 5.7K | $2M | +1.50% |
| Q3 2019 | 5.5K | $1M | +1.26% |
| Q2 2019 | 5.3K | $1M | +1.37% |
| Q1 2019 | 5.1K | $1M | +1.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lederer & Associates Investment Counsel/Ca’s full portfolio or all institutional holders of ELV.