Asset Planning Services Inc’s Eli Lilly LLY Stock Holding History

Asset Planning Services Inc’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
2020 Q3	–	Sell	-2,370	Closed	-$389K	–	39
2020 Q2	$389K	Hold	2,370	–	–	0.28%	34
2020 Q1	$329K	Hold	2,370	–	–	0.27%	33
2019 Q4	$311K	Hold	2,370	–	–	0.2%	38
2019 Q3	$265K	Hold	2,370	–	–	0.17%	39
2019 Q2	$263K	Hold	2,370	–	–	0.17%	39
2019 Q1	$308K	Hold	2,370	–	–	0.21%	36
2018 Q4	$274K	Buy	2,370 +45	+2%	+$5.03K	0.21%	38
2018 Q3	$249K	Buy	+2,325	New	+$232K	0.17%	36
2018 Q1	–	Sell	-49,295	Closed	-$4.16M	–	36
2017 Q4	$4.16M	Buy	49,295 +550	+1%	+$46.8K	2.93%	21
2017 Q3	$4.17M	Buy	48,745 +750	+2%	+$61.5K	3.38%	18
2017 Q2	$3.95M	Buy	47,995 +2,160	+5%	+$176K	3.32%	15
2017 Q1	$3.85M	Buy	45,835 +100	+0.2%	+$8.01K	3.27%	15
2016 Q4	$3.36M	Buy	+45,735	New	+$3.41M	3.16%	22

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Asset Planning Services Inc's LLY Position: Q3 2020 in Review

Asset Planning Services Inc sold out of Eli Lilly (LLY) in Q3 2020, closing a stake of 2,370 shares — an estimated $389K sold.

Asset Planning Services Inc first reported a position in LLY in Q4 2016 and held it in 13 quarters. The position peaked at $4.17M in Q3 2017. 1,773 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

Asset Planning Services Inc reported no remaining Eli Lilly position as of Q3 2020 after selling out during the quarter.
Asset Planning Services Inc sold 2,370 Eli Lilly shares in Q3 2020, an estimated $389K.
Asset Planning Services Inc first reported a position in Eli Lilly in Q4 2016 and held it in 13 quarters.
Asset Planning Services Inc's Eli Lilly position peaked at $4.17M in Q3 2017.
1,773 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Asset Planning Services Inc's 13F filing for Q3 2020, filed 13 Oct 2020.