Douglas Lane & Associates’s Elanco Animal Health ELAN Stock Holding History

Douglas Lane & Associates’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
2026 Q2	$64M	Sell	2,599,074 -248,078	-9%	-$5.74M	0.87%	39
2026 Q1	$68.1M	Sell	2,847,152 -200,940	-7%	-$4.91M	0.98%	33
2025 Q4	$69M	Sell	3,048,092 -396,176	-12%	-$8.62M	0.95%	33
2025 Q3	$69.4M	Sell	3,444,268 -68,407	-2%	-$1.15M	0.97%	34
2025 Q2	$50.2M	Sell	3,512,675 -382,515	-10%	-$4.47M	0.73%	57
2025 Q1	$40.9M	Buy	3,895,190 +205,241	+6%	+$2.32M	0.6%	67
2024 Q4	$44.7M	Sell	3,689,949 -77,835	-2%	-$1.02M	0.63%	67
2024 Q3	$55.3M	Buy	3,767,784 +37,349	+1%	+$520K	0.76%	52
2024 Q2	$53.8M	Sell	3,730,435 -179,025	-5%	-$2.86M	0.76%	52
2024 Q1	$63.6M	Sell	3,909,460 -17,770	-0.5%	-$278K	0.9%	49
2023 Q4	$58.5M	Sell	3,927,230 -40,591	-1%	-$460K	0.9%	48
2023 Q3	$44.6M	Buy	3,967,821 +889,295	+29%	+$10.3M	0.75%	53
2023 Q2	$31M	Buy	3,078,526 +613,580	+25%	+$5.69M	0.5%	74
2023 Q1	$23.2M	Buy	2,464,946 +286,222	+13%	+$3.38M	0.39%	90
2022 Q4	$26.6M	Sell	2,178,724 -243,610	-10%	-$3.04M	0.45%	82
2022 Q3	$30.1M	Sell	2,422,334 -131,151	-5%	-$2.29M	0.56%	71
2022 Q2	$50.1M	Buy	2,553,485 +57,964	+2%	+$1.37M	0.85%	46
2022 Q1	$65.1M	Buy	2,495,521 +135,410	+6%	+$3.61M	0.92%	41
2021 Q4	$67M	Buy	2,360,111 +118,101	+5%	+$3.67M	0.89%	43
2021 Q3	$71.5M	Buy	2,242,010 +61,322	+3%	+$2.06M	1.02%	32
2021 Q2	$75.6M	Buy	2,180,688 +454,605	+26%	+$15M	1.06%	36
2021 Q1	$50.8M	Buy	1,726,083 +421,004	+32%	+$12.9M	0.79%	52
2020 Q4	$40M	Buy	1,305,079 +114,455	+10%	+$3.49M	0.67%	58
2020 Q3	$33.3M	Buy	1,190,624 +267,580	+29%	+$6.78M	0.66%	56
2020 Q2	$19.8M	Buy	923,044 +313,332	+51%	+$6.92M	0.43%	78
2020 Q1	$13.7M	Buy	609,712 +489,240	+406%	+$13.4M	0.36%	84
2019 Q4	$3.55M	Buy	+120,472	New	+$3.27M	0.07%	112

Other funds holding ELAN

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return