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American Economic Planning Group’s Eli Lilly LLY Stock Holding History

American Economic Planning Group’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
Q3 		$256K Sell
2,292
-107
-4% -$11.9K 0.07% 73
2019
Q2 		$266K Sell
2,399
-26
-1% -$3.06K 0.08% 74
2019
Q1 		$315K Sell
2,425
-204
-8% -$24.8K 0.1% 61
2018
Q4 		$304K Sell
2,629
-21
-0.8% -$2.35K 0.1% 57
2018
Q3 		$284K Buy
2,650
+23
+0.9% +$2.3K 0.1% 56
2018
Q2 		$224K Sell
2,627
-1,458
-36% -$120K 0.08% 71
2018
Q1 		$316K Buy
4,085
+2
+0% +$161 0.12% 63
2017
Q4 		$345K Buy
4,083
+3
+0.1% +$255 0.13% 58
2017
Q3 		$349K Buy
4,080
+2
+0% +$164 0.13% 50
2017
Q2 		$336K Buy
4,078
+3
+0.1% +$245 0.13% 53
2017
Q1 		$343K Sell
4,075
-37
-0.9% -$2.96K 0.14% 48
2016
Q4 		$302K Buy
4,112
+3
+0.1% +$223 0.13% 43
2016
Q3 		$330K Buy
4,109
+3
+0.1% +$240 0.13% 39
2016
Q2 		$323K Sell
4,106
-297
-7% -$22.4K 0.13% 38
2016
Q1 		$317K Buy
4,403
+303
+7% +$22.9K 0.13% 35
2015
Q4 		$345K Sell
4,100
-12
-0.3% -$996 0.13% 34
2015
Q3 		$344K Buy
4,112
+3
+0.1% +$253 0.15% 27
2015
Q2 		$343K Sell
4,109
-31
-0.7% -$2.36K 0.14% 30
2015
Q1 		$301K Buy
4,140
+3
+0.1% +$214 0.11% 32
2014
Q4 		$285K Buy
4,137
+3
+0.1% +$202 0.11% 31
2014
Q3 		$268K Sell
4,134
-74
-2% -$4.68K 0.11% 29
2014
Q2 		$262K Buy
+4,208
New +$251K 0.1% 31

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

American Economic Planning Group's LLY Position: Q3 2019 in Review

American Economic Planning Group reduced its Eli Lilly (LLY) stake by 4.5% in Q3 2019, selling an estimated $11.9K and leaving 2,292 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #73.

American Economic Planning Group first reported a position in LLY in Q2 2014 and has held it in 22 quarters since. The position peaked at $349K in Q3 2017. 1,525 funds tracked by Wall St. Rank hold LLY as of Q3 2019.

  • American Economic Planning Group held 2,292 shares of Eli Lilly worth $256K as of Q3 2019.
  • American Economic Planning Group sold 107 Eli Lilly shares in Q3 2019, an estimated $11.9K.
  • Eli Lilly made up 0.07% of American Economic Planning Group's portfolio in Q3 2019, its #73 holding.
  • American Economic Planning Group first reported a position in Eli Lilly in Q2 2014 and has held it in 22 quarters since.
  • American Economic Planning Group's Eli Lilly position peaked at $349K in Q3 2017.
  • 1,525 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.