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Arbor Wealth Management (Florida)’s Eli Lilly LLY Stock Holding History

Arbor Wealth Management (Florida)’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 		– Sell
-174
Closed -$19K – 131
2019
Q2 		$19K Buy
174
+44
+34% +$5.18K 0.01% 114
2019
Q1 		$17K Buy
+130
New +$15.8K 0.01% 117

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 $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arbor Wealth Management (Florida)'s LLY Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Eli Lilly (LLY) in Q3 2019, closing a stake of 174 shares — an estimated $19K sold.

Arbor Wealth Management (Florida) first reported a position in LLY in Q1 2019 and held it in 2 quarters. The position peaked at $19K in Q2 2019. 1,525 funds tracked by Wall St. Rank hold LLY as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Eli Lilly position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 174 Eli Lilly shares in Q3 2019, an estimated $19K.
  • Arbor Wealth Management (Florida) first reported a position in Eli Lilly in Q1 2019 and held it in 2 quarters.
  • Arbor Wealth Management (Florida)'s Eli Lilly position peaked at $19K in Q2 2019.
  • 1,525 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.