Perpetual Investment Management Ltd ELV β€” ANTHEM INC

Ownership history in Perpetual Investment Management Ltd  Β·  9 quarters on record

AI Ownership Summary

Perpetual Investment Management Ltd reported ANTHEM INC (ELV) in 9 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perpetual Investment Management Ltd's position in ANTHEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
9 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ELV stock page Perpetual Investment Management Ltd fund profile Perpetual Investment Management Ltd full holdings
How Perpetual Investment Management Ltd held ELV β€” position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ELV

As of 2026 Q2 β€” sorted by position size

Maj Invest Holding A/S 3Y 7Y 4.04% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.18% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.63% Peoples Bank/KS 1.11% Palouse Capital Management, Inc. 3Y 7Y 1.1% ROCKLAND TRUST CO 3Y 7Y 1.04% Chemistry Wealth Management LLC 3Y 0.95% HF Advisory Group, LLC 3Y 0.81% RDA Financial Network 3Y 7Y 0.58% Meriwether Wealth & Planning, LLC 0.51%

FAQ About Perpetual Investment Management Ltd and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perpetual Investment Management Ltd reported owning ELV?

Perpetual Investment Management Ltd reported ELV across 0 quarterly 13F filings.

What was the largest reported ELV position in Perpetual Investment Management Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for ELV in Perpetual Investment Management Ltd.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2022 Q4, when Perpetual Investment Management Ltd reported 35,050 shares, equal to 2.15% of portfolio, with an estimated market value of $18.0M.

What does the chart on this ELV ownership page compare?

The chart compares Perpetual Investment Management Ltd's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Perpetual Investment Management Ltd time their ELV position?

Based on 13F filing dates vs. subsequent ELV price moves, Perpetual Investment Management Ltd correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on ELV relative to SPY over the holding period was +22.2%.

← Back to Perpetual Investment Management Ltd Holdings