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Aevitas Wealth Management’s Eli Lilly LLY Stock Holding History

Aevitas Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-455
Closed -$59K – 227
2019
Q1 		$59K Hold
455
– – 0.05% 176
2018
Q4 		$53K Sell
455
-99
-18% -$11.1K 0.05% 177
2018
Q3 		$59K Buy
554
+1
+0.2% +$100 0.05% 181
2018
Q2 		$47K Buy
553
+1
+0.2% +$82 0.05% 198
2018
Q1 		$43K Buy
552
+101
+22% +$8.13K 0.04% 192
2017
Q4 		$38K Buy
+451
New +$38.4K 0.04% 202

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aevitas Wealth Management's LLY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Eli Lilly (LLY) in Q2 2019, closing a stake of 455 shares — an estimated $59K sold.

Aevitas Wealth Management first reported a position in LLY in Q4 2017 and held it in 6 quarters. The position peaked at $59K in Q1 2019. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Eli Lilly position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 455 Eli Lilly shares in Q2 2019, an estimated $59K.
  • Aevitas Wealth Management first reported a position in Eli Lilly in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Eli Lilly position peaked at $59K in Q1 2019.
  • 1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.