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BKD · ELV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BKD
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterBKDELV
Q3 20201 holders, $32m30 holders, $15.0bn
Q4 20203 holders, $133m29 holders, $16.7bn
Q1 20214 holders, $174m25 holders, $18.6bn
Q2 20215 holders, $195m30 holders, $19.4bn
Q3 20214 holders, $144m26 holders, $18.5bn
Q4 20214 holders, $98m29 holders, $23.3bn
Q1 20226 holders, $152m31 holders, $23.9bn
Q2 20224 holders, $83m32 holders, $23.3bn
Q3 20225 holders, $75m34 holders, $22.6bn
Q4 20223 holders, $41m34 holders, $25.5bn
Q1 20234 holders, $59m39 holders, $22.5bn
Q2 20234 holders, $97m38 holders, $20.6bn
Q3 20235 holders, $107m34 holders, $19.8bn
Q4 20235 holders, $145m36 holders, $20.3bn
Q1 20245 holders, $145m35 holders, $21.3bn
Q2 20244 holders, $99m33 holders, $22.1bn
Q3 20244 holders, $71m30 holders, $20.2bn
Q4 20244 holders, $47m32 holders, $15.9bn
Q1 20255 holders, $62m28 holders, $17.1bn
Q2 20254 holders, $63m27 holders, $14.8bn
Q3 20255 holders, $87m27 holders, $12.7bn
Q4 20257 holders, $120m25 holders, $17.0bn
Q1 202610 holders, $389m26 holders, $13.6bn
Q2 20267 holders, $503m28 holders, $17.7bn
BKD

Brookdale SR Living Inc

Holders
5
Reported value
$145m
Buyers
3
Sellers
2

Breadth +1 among 93 comparable managers.

ELV

Elevance Health Inc Formerly

Holders
36
Reported value
$20.3bn
Buyers
10
Sellers
27

Breadth -17 among 93 comparable managers.

Who holds both, Q4 2023

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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