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Beacon Pointe Wealth Advisors’s Eli Lilly LLY Stock Holding History

Beacon Pointe 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
2019
Q4 		$297K Buy
2,252
+132
+6% +$15.3K 0.05% 218
2019
Q3 		$238K Sell
2,120
-4,613
-69% -$514K 0.05% 232
2019
Q2 		$710K Buy
6,733
+748
+12% +$88.1K 0.15% 129
2019
Q1 		$718K Buy
5,985
+1,199
+25% +$146K 0.16% 119
2018
Q4 		$555K Buy
+4,786
New +$535K 0.2% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Pointe Wealth Advisors's LLY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Eli Lilly (LLY) stake by 6.2% in Q4 2019, buying an estimated $15.3K and bringing the position to 2,252 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #218.

Beacon Pointe Wealth Advisors first reported a position in LLY in Q4 2018 and has held it in 5 quarters since. The position peaked at $718K in Q1 2019. 1,672 funds tracked by Wall St. Rank hold LLY as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,252 shares of Eli Lilly worth $297K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 132 Eli Lilly shares in Q4 2019, an estimated $15.3K.
  • Eli Lilly made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #218 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Eli Lilly position peaked at $718K in Q1 2019.
  • 1,672 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.