Financial Synergies Wealth Advisors’s Elanco Animal Health ELAN Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-90	Closed	-$1.47K	–	177
2024 Q1	$1.47K	Sell	90 -33	-27%	-$516	﹤0.01%	361
2023 Q4	$1.5K	Buy	123 +33	+37%	+$374	﹤0.01%	274
2023 Q3	$1.01K	Hold	90	–	–	﹤0.01%	369
2023 Q2	$906	Buy	+90	New	+$835	﹤0.01%	388
2023 Q1	–	Sell	-123	Closed	-$1.5K	–	501
2022 Q4	$1.5K	Buy	123 +42	+52%	+$524	﹤0.01%	274
2022 Q3	$1.01K	Buy	81 +29	+56%	+$507	﹤0.01%	298
2022 Q2	$1.02K	Buy	+52	New	+$1.23K	﹤0.01%	307

Other funds holding ELAN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's ELAN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Elanco Animal Health (ELAN) in Q2 2024, closing a stake of 90 shares — an estimated $1.47K sold.

Financial Synergies Wealth Advisors first reported a position in ELAN in Q2 2022 and held it in 7 quarters. The position peaked at $1.5K in Q4 2023. 403 funds tracked by Wall St. Rank hold ELAN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Elanco Animal Health position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 90 Elanco Animal Health shares in Q2 2024, an estimated $1.47K.
Financial Synergies Wealth Advisors first reported a position in Elanco Animal Health in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Elanco Animal Health position peaked at $1.5K in Q4 2023.
403 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.