Altavista Wealth Management’s Eli Lilly LLY Stock Holding History

Altavista 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
2021 Q4	$755K	Hold	2,734	–	–	0.15%	104
2021 Q3	$632K	Sell	2,734 -66	-2%	-$16.3K	0.14%	108
2021 Q2	$643K	Buy	2,800 +50	+2%	+$10K	0.14%	107
2021 Q1	$514K	Hold	2,750	–	–	0.13%	113
2020 Q4	$464K	Hold	2,750	–	–	0.12%	115
2020 Q3	$407K	Hold	2,750	–	–	0.11%	114
2020 Q2	$451K	Hold	2,750	–	–	0.13%	104
2020 Q1	$381K	Buy	+2,750	New	+$378K	0.13%	107
2019 Q4	–	Sell	-2,750	Closed	-$308K	–	172
2019 Q3	$308K	Hold	2,750	–	–	0.1%	135
2019 Q2	$305K	Hold	2,750	–	–	0.1%	128
2019 Q1	$357K	Hold	2,750	–	–	0.13%	114
2018 Q4	$318K	Hold	2,750	–	–	0.13%	113
2018 Q3	$295K	Hold	2,750	–	–	0.11%	126
2018 Q2	$235K	Sell	2,750 -300	-10%	-$24.6K	0.09%	133
2018 Q1	$236K	Buy	+3,050	New	+$246K	0.1%	133

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Altavista Wealth Management's LLY Position: Q4 2021 in Review

Altavista Wealth Management held its Eli Lilly (LLY) position steady in Q4 2021 at 2,734 shares worth $755K. The position accounts for 0.15% of the portfolio, ranked #104.

Altavista Wealth Management first reported a position in LLY in Q1 2018 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold LLY as of Q4 2021.

Altavista Wealth Management held 2,734 shares of Eli Lilly worth $755K as of Q4 2021.
Altavista Wealth Management left its Eli Lilly share count unchanged in Q4 2021.
Eli Lilly made up 0.15% of Altavista Wealth Management's portfolio in Q4 2021, its #104 holding.
Altavista Wealth Management first reported a position in Eli Lilly in Q1 2018 and has held it in 15 quarters since.
2,304 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.