Ownership history in Fairhaven Wealth Management, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Fairhaven Wealth Management, LLC 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 Fairhaven Wealth Management, LLC underperformed the S&P 500 by β10.4% annually on this ELV position. Timing score: 29% (4/14 decisions correct). Average cost basis: $267.41. Maximum drawdown during holding period: β12.8%.
β Significantly underperformed the S&P 500 by 10.4% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct
Best entry: $237.90 (2018 Q4) Β· Worst: $524.59 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 9 trims. Bought during 2 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% 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