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

Liberty 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
2021
Q4 		– Sell
-582
Closed -$19K – 433
2021
Q3 		$19K Buy
582
+546
+1,517% +$18.3K 0.01% 655
2021
Q2 		$1K Buy
+36
New +$1.19K ﹤0.01% 983

Other funds holding ELAN

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Liberty Wealth Management's ELAN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Elanco Animal Health (ELAN) in Q4 2021, closing a stake of 582 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in ELAN in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 479 funds tracked by Wall St. Rank hold ELAN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Elanco Animal Health position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 582 Elanco Animal Health shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Elanco Animal Health in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Elanco Animal Health position peaked at $19K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Elanco Animal Health as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.