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TFO Wealth Partners’s Elanco Animal Health ELAN Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-42
Closed -$626 – 844
2023
Q4 		$626 Hold
42
– – ﹤0.01% 278
2023
Q3 		$423 Buy
+42
New +$488 ﹤0.01% 507

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

TFO Wealth Partners's ELAN Position: Q1 2024 in Review

TFO Wealth Partners sold out of Elanco Animal Health (ELAN) in Q1 2024, closing a stake of 42 shares — an estimated $626 sold.

TFO Wealth Partners first reported a position in ELAN in Q3 2023 and held it in 2 quarters. The position peaked at $626 in Q4 2023. 375 funds tracked by Wall St. Rank hold ELAN as of Q1 2024.

  • TFO Wealth Partners reported no remaining Elanco Animal Health position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 42 Elanco Animal Health shares in Q1 2024, an estimated $626.
  • TFO Wealth Partners first reported a position in Elanco Animal Health in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Elanco Animal Health position peaked at $626 in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Elanco Animal Health as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.