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

Selective 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 Q4	–	Sell	-292	Closed	-$4K	–	279
2022 Q3	$4K	Hold	292	–	–	﹤0.01%	609
2022 Q2	$6K	Hold	292	–	–	﹤0.01%	605
2022 Q1	$8K	Buy	+292	New	+$7.78K	﹤0.01%	555
2020 Q3	–	Sell	-74	Closed	-$2K	–	337
2020 Q2	$2K	Hold	74	–	–	﹤0.01%	372
2020 Q1	$2K	Hold	74	–	–	﹤0.01%	276
2019 Q4	$2K	Hold	74	–	–	﹤0.01%	283
2019 Q3	$2K	Buy	+74	New	+$2.22K	﹤0.01%	287

Other funds holding ELAN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Selective Wealth Management's ELAN Position: Q4 2022 in Review

Selective Wealth Management sold out of Elanco Animal Health (ELAN) in Q4 2022, closing a stake of 292 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in ELAN in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 404 funds tracked by Wall St. Rank hold ELAN as of Q4 2022.

Selective Wealth Management reported no remaining Elanco Animal Health position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 292 Elanco Animal Health shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in Elanco Animal Health in Q3 2019 and held it in 7 quarters.
Selective Wealth Management's Elanco Animal Health position peaked at $8K in Q1 2022.
404 funds tracked by Wall St. Rank held Elanco Animal Health as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.