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B. Riley Wealth Management’s Eli Lilly LLY Stock Holding History

B. Riley 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
2022
Q2 		$3.89K Sell
12,009
-3,095
-20% -$929K ﹤0.01% 159
2022
Q1 		$4.33M Sell
15,104
-121
-0.8% -$31.1K 0.33% 75
2021
Q4 		$4.21M Buy
15,225
+373
+3% +$94.6K 0.29% 82
2021
Q3 		$3.43M Buy
14,852
+3,025
+26% +$747K 0.26% 90
2021
Q2 		$2.71M Sell
11,827
-3,719
-24% -$747K 0.3% 84
2021
Q1 		$2.9M Buy
15,546
+2,609
+20% +$510K 0.34% 79
2020
Q4 		$2.18M Hold
12,937
– – 0.28% 86
2020
Q3 		$1.92M Sell
12,937
-2,125
-14% -$329K 0.23% 96
2020
Q2 		$2.47M Sell
15,062
-1,318
-8% -$202K 0.27% 91
2020
Q1 		$2.27M Buy
16,380
+13,367
+444% +$1.84M 0.24% 100
2019
Q4 		$396K Buy
3,013
+11
+0.4% +$1.27K 0.06% 243
2019
Q3 		$336K Sell
3,002
-92
-3% -$10.2K 0.06% 258
2019
Q2 		$343 Sell
3,094
-688
-18% -$81K 0.05% 261
2019
Q1 		$491K Buy
3,782
+846
+29% +$103K 0.09% 206
2018
Q4 		$340K Buy
2,936
+356
+14% +$39.8K 0.07% 232
2018
Q3 		$277K Buy
+2,580
New +$258K 0.07% 230
2015
Q3 		– Sell
-1,360
Closed -$113K – 495
2015
Q2 		$113K Buy
1,360
+7
+0.5% +$533 0.09% 254
2015
Q1 		$98K Sell
1,353
-890
-40% -$63.4K 0.07% 290
2014
Q4 		$154K Buy
2,243
+8
+0.4% +$540 0.13% 199
2014
Q3 		$144K Sell
2,235
-65
-3% -$4.12K 0.11% 239
2014
Q2 		$142K Buy
2,300
+211
+10% +$12.6K 0.09% 275
2014
Q1 		$123K Buy
+2,089
New +$117K 0.09% 271

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

B. Riley Wealth Management's LLY Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Eli Lilly (LLY) stake by 20% in Q2 2022, selling an estimated $929K and leaving 12,009 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

B. Riley Wealth Management first reported a position in LLY in Q1 2014 and has held it in 22 quarters since. The position peaked at $4.33M in Q1 2022. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • B. Riley Wealth Management held 12,009 shares of Eli Lilly worth $3.89K as of Q2 2022.
  • B. Riley Wealth Management sold 3,095 Eli Lilly shares in Q2 2022, an estimated $929K.
  • Eli Lilly made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #159 holding.
  • B. Riley Wealth Management first reported a position in Eli Lilly in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's Eli Lilly position peaked at $4.33M in Q1 2022.
  • 2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.