ELV β€” ANTHEM INC

Ownership history in Coronation Fund Managers Ltd.  Β·  33 quarters on record

This page tracks every 13F SEC filing in which Coronation Fund Managers Ltd. reported a position in ANTHEM INC (ELV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.9% (2025 Q2)
πŸ“Š Avg. % of fund
1.12%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
33

Position Intelligence

Coronation Fund Managers Ltd. Γ— ELV AI Analytics

πŸ“‰ Coronation Fund Managers Ltd. underperformed the S&P 500 by –4.0% annually on this ELV position. Timing score: 48% (15/31 decisions correct). Average cost basis: $335.21. Maximum drawdown during holding period: –39.1%.

πŸ“ˆ Position Alpha vs SPY
-4.0%
annualised excess return

⚠️ Trailed SPY by 4.0% ann. on this position.
32 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
15 of 31 add/trim decisions correct

πŸ’° Entry Quality
$335.21
+3.9% vs current ($348.40)

Best entry: $167.29 (2017 Q2)  Β·  Worst: $500.49 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–39.1%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
44%
buy-side decisions

14 adds Β· 18 trims. Bought during 5 of 14 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.5% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ELV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 159,249 +31,754 +24.9% 2.50% $55.8M $348.40
2025 Q3 REDUCED 127,495 -9,872 -7.2% 2.15% $41.2M $319.49
2025 Q2 ADDED 137,367 +47,269 +52.5% 2.90% $53.4M $382.51
2024 Q3 REDUCED 90,098 -93,838 -51.0% 2.60% $46.9M $504.94
2024 Q2 REDUCED 183,936 -5,256 -2.8% 2.86% $99.7M $524.59
2024 Q1 ADDED 189,192 +20,290 +12.0% 2.67% $98.1M $500.49
2023 Q4 ADDED 168,902 +20,084 +13.5% 2.22% $79.6M $453.68
2023 Q3 ADDED 148,818 +59,856 +67.3% 1.95% $64.8M $417.62
2023 Q2 ADDED 88,962 +63,163 +244.8% 1.06% $39.5M $424.72
2023 Q1 ADDED 25,799 +7,498 +41.0% 0.32% $11.9M $438.14
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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