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BerganKDV Wealth Management’s Elanco Animal Health ELAN Stock Holding History

BerganKDV Wealth Management’s Portfolio ELAN Stock Details ELAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31
Closed -$292 – 925
2023
Q1 		$292 Buy
+31
New +$366 ﹤0.01% 1019
2021
Q1 		– Sell
-930
Closed -$29K – 949
2020
Q4 		$29K Buy
+930
New +$28.4K ﹤0.01% 417

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BerganKDV Wealth Management's ELAN Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Elanco Animal Health (ELAN) in Q2 2023, closing a stake of 31 shares — an estimated $292 sold.

BerganKDV Wealth Management first reported a position in ELAN in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q4 2020. 352 funds tracked by Wall St. Rank hold ELAN as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Elanco Animal Health position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 31 Elanco Animal Health shares in Q2 2023, an estimated $292.
  • BerganKDV Wealth Management first reported a position in Elanco Animal Health in Q4 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Elanco Animal Health position peaked at $29K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.