ARS Wealth Advisors’s Eli Lilly LLY Stock Holding History

ARS Wealth Advisors’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 Q2	$1.48M	Sell	6,442 -96	-1%	-$19.3K	0.27%	43
2021 Q1	$1.22M	Buy	6,538 +176	+3%	+$34.4K	0.27%	43
2020 Q4	$1.07M	Buy	6,362 +77	+1%	+$11.5K	0.23%	42
2020 Q3	$930K	Buy	6,285 +1	+0%	+$155	0.26%	37
2020 Q2	$1.03M	Buy	6,284 +302	+5%	+$46.4K	0.32%	36
2020 Q1	$830K	Buy	5,982 +50	+0.8%	+$6.87K	0.35%	37
2019 Q4	$780K	Buy	5,932 +127	+2%	+$14.7K	0.23%	50
2019 Q3	$649K	Buy	5,805 +2	+0%	+$223	0.21%	51
2019 Q2	$643K	Sell	5,803 -78	-1%	-$9.19K	0.2%	51
2019 Q1	$763K	Buy	5,881 +512	+10%	+$62.3K	0.24%	52
2018 Q4	$621K	Buy	5,369 +2	+0%	+$223	0.23%	59
2018 Q3	$576K	Buy	5,367 +1	+0%	+$100	0.19%	64
2018 Q2	$458K	Sell	5,366 -2,016	-27%	-$166K	0.16%	65
2018 Q1	$571K	Buy	7,382 +2	+0%	+$161	0.21%	61
2017 Q4	$623K	Buy	7,380 +2	+0%	+$170	0.23%	64
2017 Q3	$631K	Buy	7,378 +2	+0%	+$164	0.25%	63
2017 Q2	$607K	Buy	7,376 +21	+0.3%	+$1.71K	0.25%	60
2017 Q1	$619K	Buy	7,355 +2,002	+37%	+$160K	0.26%	56
2016 Q4	$394K	Buy	5,353 +89	+2%	+$6.63K	0.18%	60
2016 Q3	$422K	Buy	5,264 +2	+0%	+$160	0.18%	56
2016 Q2	$414K	Buy	5,262 +1	+0%	+$75	0.18%	55
2016 Q1	$379K	Buy	5,261 +2	+0%	+$151	0.18%	51
2015 Q4	$443K	Sell	5,259 -299	-5%	-$24.8K	0.23%	45
2015 Q3	$465K	Buy	5,558 +2	+0%	+$169	0.24%	39
2015 Q2	$464K	Buy	5,556 +1	+0%	+$76	0.21%	41
2015 Q1	$404K	Sell	5,555 -297	-5%	-$21.1K	0.17%	44
2014 Q4	$404K	Buy	5,852 +300	+5%	+$20.3K	0.17%	44
2014 Q3	$360K	Sell	5,552 -100	-2%	-$6.33K	0.17%	46
2014 Q2	$351K	Buy	+5,652	New	+$337K	0.17%	44

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ARS Wealth Advisors's LLY Position: Q2 2021 in Review

ARS Wealth Advisors reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2021, selling an estimated $19.3K and leaving 6,442 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #43.

ARS Wealth Advisors first reported a position in LLY in Q2 2014 and has held it in 29 quarters since. 2,022 funds tracked by Wall St. Rank hold LLY as of Q2 2021.

ARS Wealth Advisors held 6,442 shares of Eli Lilly worth $1.48M as of Q2 2021.
ARS Wealth Advisors sold 96 Eli Lilly shares in Q2 2021, an estimated $19.3K.
Eli Lilly made up 0.27% of ARS Wealth Advisors's portfolio in Q2 2021, its #43 holding.
ARS Wealth Advisors first reported a position in Eli Lilly in Q2 2014 and has held it in 29 quarters since.
2,022 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.