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

Loveless 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
2022
Q2 		– Sell
-7,815
Closed -$204K – 124
2022
Q1 		$204K Hold
7,815
– – 0.12% 128
2021
Q4 		$222K Buy
7,815
+925
+13% +$28.8K 0.12% 127
2021
Q3 		$220K Buy
6,890
+400
+6% +$13.4K 0.13% 124
2021
Q2 		$225K Buy
+6,490
New +$214K 0.14% 121

Other funds holding ELAN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loveless Wealth Management's ELAN Position: Q2 2022 in Review

Loveless Wealth Management sold out of Elanco Animal Health (ELAN) in Q2 2022, closing a stake of 7,815 shares — an estimated $204K sold.

Loveless Wealth Management first reported a position in ELAN in Q2 2021 and held it in 4 quarters. The position peaked at $225K in Q2 2021. 438 funds tracked by Wall St. Rank hold ELAN as of Q2 2022.

  • Loveless Wealth Management reported no remaining Elanco Animal Health position as of Q2 2022 after selling out during the quarter.
  • Loveless Wealth Management sold 7,815 Elanco Animal Health shares in Q2 2022, an estimated $204K.
  • Loveless Wealth Management first reported a position in Elanco Animal Health in Q2 2021 and held it in 4 quarters.
  • Loveless Wealth Management's Elanco Animal Health position peaked at $225K in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.