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Optimum Investment Advisors’s Elanco Animal Health ELAN Stock Holding History

Optimum Investment 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
2019
Q3 		– Sell
-75
Closed -$2.25K – 997
2019
Q2 		$3K Sell
75
-125
-63% -$4.06K ﹤0.01% 877
2019
Q1 		$6K Hold
200
– – ﹤0.01% 876
2018
Q4 		$6K Buy
+200
New +$6.55K ﹤0.01% 830

Other funds holding ELAN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimum Investment Advisors's ELAN Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Elanco Animal Health (ELAN) in Q3 2019, closing a stake of 75 shares — an estimated $2.25K sold.

Optimum Investment Advisors first reported a position in ELAN in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 376 funds tracked by Wall St. Rank hold ELAN as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Elanco Animal Health position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 75 Elanco Animal Health shares in Q3 2019, an estimated $2.25K.
  • Optimum Investment Advisors first reported a position in Elanco Animal Health in Q4 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Elanco Animal Health position peaked at $6K in Q1 2019.
  • 376 funds tracked by Wall St. Rank held Elanco Animal Health as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.