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CAH · 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.
  • CAH
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterCAHELV
Q3 202022 holders, $1.8bn30 holders, $15.0bn
Q4 202019 holders, $1.6bn29 holders, $16.7bn
Q1 202114 holders, $1.4bn25 holders, $18.6bn
Q2 202115 holders, $1.6bn30 holders, $19.4bn
Q3 202118 holders, $1.5bn26 holders, $18.5bn
Q4 202116 holders, $1.7bn29 holders, $23.3bn
Q1 202217 holders, $1.7bn31 holders, $23.9bn
Q2 202219 holders, $1.4bn32 holders, $23.3bn
Q3 202221 holders, $2.3bn34 holders, $22.6bn
Q4 202224 holders, $2.6bn34 holders, $25.5bn
Q1 202326 holders, $2.6bn39 holders, $22.5bn
Q2 202323 holders, $3.2bn38 holders, $20.6bn
Q3 202326 holders, $2.9bn34 holders, $19.8bn
Q4 202329 holders, $3.4bn36 holders, $20.3bn
Q1 202423 holders, $3.7bn35 holders, $21.3bn
Q2 202425 holders, $3.1bn33 holders, $22.1bn
Q3 202427 holders, $3.6bn30 holders, $20.2bn
Q4 202429 holders, $4.1bn32 holders, $15.9bn
Q1 202530 holders, $4.2bn28 holders, $17.1bn
Q2 202530 holders, $4.9bn27 holders, $14.8bn
Q3 202522 holders, $4.6bn27 holders, $12.7bn
Q4 202528 holders, $5.7bn25 holders, $17.0bn
Q1 202631 holders, $5.6bn26 holders, $13.6bn
Q2 202624 holders, $7.0bn28 holders, $17.7bn
CAH

Cardinal Health Inc

Holders
27
Reported value
$3.6bn
Buyers
13
Sellers
14

Breadth -1 among 94 comparable managers.

ELV

Elevance Health Inc Formerly

Holders
30
Reported value
$20.2bn
Buyers
16
Sellers
16

Breadth 0 among 94 comparable managers.

Who holds both, Q3 2024

Among the 41 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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