Current Value of Holding

$165 Million

Shares

342 Thousand

% of Portfolio

2.27%

Average Buy Price

$125

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42 Donald Yacktman Anthem Trades

Donald Yacktman acquired 342 Thousand Anthem shares worth $165 Million. That's 2.27% of their equity portfolio (15th largest holding). The first Anthem trade was made in Q4 2014. Since then Donald Yacktman bought shares nine more times and sold shares on 32 occasions. The stake costed the investor $42.8 Million, netting the investor a gain of 286% so far.

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Increased shares by 0.1% (+435 shares) Q1 2025
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Sold 0.3% shares (-1.11 Thousand shares) Q4 2024
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Sold 7.7% shares (-28.7 Thousand shares) Q3 2024
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Sold 0.7% shares (-2.77 Thousand shares) Q2 2024
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Sold 2.9% shares (-11.2 Thousand shares) Q1 2024
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Sold 0.4% shares (-1.56 Thousand shares) Q4 2023
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Sold 0.4% shares (-1.37 Thousand shares) Q3 2023
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Increased shares by 0.4% (+1.58 Thousand shares) Q2 2023
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Increased shares by 0.1% (+471 shares) Q1 2023
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Increased shares by 0.3% (+1.17 Thousand shares) Q4 2022
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Sold 0.2% shares (-788 shares) Q3 2022
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Sold 0.1% shares (-257 shares) Q2 2022
Avg closing price $495.44
Price range $444.32 - $529.84
Sold 4.4% shares (-17.9 Thousand shares) Q1 2022
Avg closing price $457.10
Price range $428.44 - $502.48
Increased shares by 0.5% (+2.21 Thousand shares) Q4 2021
Avg closing price $420.70
Price range $370.08 - $467.67
Sold 0.8% shares (-3.05 Thousand shares) Q3 2021
Avg closing price $380.04
Price range $357.51 - $398.13
Sold 0.3% shares (-1.29 Thousand shares) Q2 2021
Avg closing price $382.16
Price range $352.19 - $401.90
Increased shares by 2.0% (+7.89 Thousand shares) Q1 2021
Avg closing price $321.58
Price range $287.70 - $371.31
Sold 0.3% shares (-1.05 Thousand shares) Q4 2020
Avg closing price $306.88
Price range $270.17 - $333.15
Increased shares by 4.0% (+15.3 Thousand shares) Q3 2020
Avg closing price $269.07
Price range $245.73 - $284.63
Sold 2.6% shares (-10.3 Thousand shares) Q2 2020
Avg closing price $266.78
Price range $203.30 - $300.59

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