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Bel Air Investment Advisors’s Eli Lilly LLY Stock Holding History

Bel Air Investment 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 		– Sell
-5,024
Closed -$939K – 445
2021
Q1 		$939K Buy
+5,024
New +$983K 0.03% 196

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bel Air Investment Advisors's LLY Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Eli Lilly (LLY) in Q2 2021, closing a stake of 5,024 shares — an estimated $939K sold.

Bel Air Investment Advisors first reported a position in LLY in Q1 2021 and held it in 1 quarter. The position peaked at $939K in Q1 2021. 2,021 funds tracked by Wall St. Rank hold LLY as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Eli Lilly position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 5,024 Eli Lilly shares in Q2 2021, an estimated $939K.
  • Bel Air Investment Advisors first reported a position in Eli Lilly in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Eli Lilly position peaked at $939K in Q1 2021.
  • 2,021 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.