Berman Capital Advisors’s Elanco Animal Health ELAN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$54K	Buy	1,716 +787	+85%	+$26.4K	0.01%	646
2021 Q2	$32K	Buy	929 +565	+155%	+$18.6K	0.01%	746
2021 Q1	$10K	Sell	364 -133	-27%	-$4.09K	﹤0.01%	1025
2020 Q4	$14K	Buy	497 +203	+69%	+$6.19K	﹤0.01%	782
2020 Q3	$7K	Sell	294 -25	-8%	-$634	﹤0.01%	916
2020 Q2	$6K	Sell	319 -289	-48%	-$6.38K	﹤0.01%	927
2020 Q1	$12K	Buy	608 +180	+42%	+$4.93K	﹤0.01%	618
2019 Q4	$12K	Hold	428	–	–	﹤0.01%	669
2019 Q3	$11K	Buy	428 +405	+1,761%	+$12.2K	﹤0.01%	680
2019 Q2	$0	Buy	+23	New	+$747	﹤0.01%	1492

Other funds holding ELAN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's ELAN Position: Q3 2021 in Review

Berman Capital Advisors increased its Elanco Animal Health (ELAN) stake by 85% in Q3 2021, buying an estimated $26.4K and bringing the position to 1,716 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #646.

Berman Capital Advisors first reported a position in ELAN in Q2 2019 and has held it in 10 quarters since. 453 funds tracked by Wall St. Rank hold ELAN as of Q3 2021.

Berman Capital Advisors held 1,716 shares of Elanco Animal Health worth $54K as of Q3 2021.
Berman Capital Advisors bought 787 Elanco Animal Health shares in Q3 2021, an estimated $26.4K.
Elanco Animal Health made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #646 holding.
Berman Capital Advisors first reported a position in Elanco Animal Health in Q2 2019 and has held it in 10 quarters since.
453 funds tracked by Wall St. Rank held Elanco Animal Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.