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BDO Wealth Advisors’s Eli Lilly LLY Stock Holding History

BDO 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
2023
Q2 		$1.8M Buy
3,832
+207
+6% +$86.8K 0.21% 97
2023
Q1 		$1.24M Sell
3,625
-1,013
-22% -$342K 0.15% 109
2022
Q4 		$1.7M Sell
4,638
-452
-9% -$160K 0.21% 98
2022
Q3 		$1.65M Sell
5,090
-1,010
-17% -$320K 0.22% 95
2022
Q2 		$1.98M Sell
6,100
-406
-6% -$122K 0.24% 83
2022
Q1 		$1.86M Sell
6,506
-426
-6% -$110K 0.2% 91
2021
Q4 		$1.92M Buy
6,932
+28
+0.4% +$7.1K 0.2% 88
2021
Q3 		$1.59M Buy
6,904
+203
+3% +$50.1K 0.18% 99
2021
Q2 		$1.54M Buy
6,701
+726
+12% +$146K 0.17% 103
2021
Q1 		$1.12M Buy
5,975
+1,863
+45% +$364K 0.13% 120
2020
Q4 		$694K Hold
4,112
– – 0.1% 129
2020
Q3 		$609K Buy
4,112
+44
+1% +$6.81K 0.1% 123
2020
Q2 		$668K Sell
4,068
-699
-15% -$107K 0.12% 114
2020
Q1 		$661K Buy
4,767
+1,541
+48% +$212K 0.13% 110
2019
Q4 		$424K Buy
3,226
+89
+3% +$10.3K 0.11% 120
2019
Q3 		$351K Buy
3,137
+153
+5% +$17K 0.09% 138
2019
Q2 		$331K Sell
2,984
-667
-18% -$78.5K 0.09% 137
2019
Q1 		$474K Buy
3,651
+1,422
+64% +$173K 0.14% 113
2018
Q4 		$258K Buy
2,229
+506
+29% +$56.5K 0.09% 129
2018
Q3 		$185K Buy
1,723
+85
+5% +$8.5K 0.06% 163
2018
Q2 		$140K Buy
1,638
+137
+9% +$11.3K 0.05% 185
2018
Q1 		$116K Buy
1,501
+342
+30% +$27.5K 0.04% 170
2017
Q4 		$98K Buy
1,159
+174
+18% +$14.8K 0.04% 154
2017
Q3 		$84K Hold
985
– – 0.04% 146
2017
Q2 		$81K Buy
+985
New +$80.4K 0.04% 186

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BDO Wealth Advisors's LLY Position: Q2 2023 in Review

BDO Wealth Advisors increased its Eli Lilly (LLY) stake by 5.7% in Q2 2023, buying an estimated $86.8K and bringing the position to 3,832 shares worth $1.8M. The position accounts for 0.21% of the portfolio, ranked #97.

BDO Wealth Advisors first reported a position in LLY in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.98M in Q2 2022. 2,814 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

  • BDO Wealth Advisors held 3,832 shares of Eli Lilly worth $1.8M as of Q2 2023.
  • BDO Wealth Advisors bought 207 Eli Lilly shares in Q2 2023, an estimated $86.8K.
  • Eli Lilly made up 0.21% of BDO Wealth Advisors's portfolio in Q2 2023, its #97 holding.
  • BDO Wealth Advisors first reported a position in Eli Lilly in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Eli Lilly position peaked at $1.98M in Q2 2022.
  • 2,814 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.