WWP
ELAN icon

WR Wealth Planners’s Elanco Animal Health ELAN Stock Holding History

WR Wealth Planners’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
2023
Q2 		– Sell
-476
Closed -$4.47K – 918
2023
Q1 		$4.47K Buy
+476
New +$5.62K ﹤0.01% 692

Other funds holding ELAN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WR Wealth Planners's ELAN Position: Q2 2023 in Review

WR Wealth Planners sold out of Elanco Animal Health (ELAN) in Q2 2023, closing a stake of 476 shares — an estimated $4.47K sold.

WR Wealth Planners first reported a position in ELAN in Q1 2023 and held it in 1 quarter. The position peaked at $4.47K in Q1 2023. 352 funds tracked by Wall St. Rank hold ELAN as of Q2 2023.

  • WR Wealth Planners reported no remaining Elanco Animal Health position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 476 Elanco Animal Health shares in Q2 2023, an estimated $4.47K.
  • WR Wealth Planners first reported a position in Elanco Animal Health in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Elanco Animal Health position peaked at $4.47K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Elanco Animal Health as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.