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.
π Coronation Fund Managers Ltd. underperformed the S&P 500 by β4.0% annually on this ELV position. Timing score: 48% (15/31 decisions correct). Average cost basis: $335.21. Maximum drawdown during holding period: β39.1%.
β οΈ Trailed SPY by 4.0% ann. on this position.
32 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 31 add/trim decisions correct
Best entry: $167.29 (2017 Q2) Β· Worst: $500.49 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
14 adds Β· 18 trims. Bought during 5 of 14 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.5% of portfolio
β 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.
As of 2025 Q4 β sorted by position size