Clear Perspective Advisors’s Eli Lilly LLY Stock Holding History

Clear Perspective 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 Q4	$1.16M	Sell	4,211 -50	-1%	-$12.7K	0.35%	52
2021 Q3	$985K	Sell	4,261 -72	-2%	-$17.8K	0.34%	55
2021 Q2	$995K	Sell	4,333 -37	-0.8%	-$7.43K	0.35%	54
2021 Q1	$816K	Buy	4,370 +119	+3%	+$23.3K	0.32%	64
2020 Q4	$718K	Sell	4,251 -178	-4%	-$26.6K	0.29%	61
2020 Q3	$394	Buy	4,429 +46	+1%	+$7.12K	0.19%	90
2020 Q2	$720K	Hold	4,383	–	–	0.39%	47
2020 Q1	$608K	Sell	4,383 -50	-1%	-$6.87K	0.41%	50
2019 Q4	$583K	Hold	4,433	–	–	0.36%	64
2019 Q3	$496K	Hold	4,433	–	–	0.22%	84
2019 Q2	$491K	Sell	4,433 -400	-8%	-$47.1K	0.32%	77
2019 Q1	$581K	Hold	4,833	–	–	0.41%	69
2018 Q4	$559K	Hold	4,833	–	–	0.46%	67
2018 Q3	$519K	Hold	4,833	–	–	0.38%	79
2018 Q2	$412K	Hold	4,833	–	–	0.29%	91
2018 Q1	$374K	Hold	4,833	–	–	0.28%	89
2017 Q4	$408K	Hold	4,833	–	–	0.31%	85
2017 Q3	$413K	Sell	4,833 -107	-2%	-$8.78K	0.34%	80
2017 Q2	$407K	Buy	4,940 +107	+2%	+$8.73K	0.34%	75
2017 Q1	$407K	Sell	4,833 -100	-2%	-$8.01K	0.27%	79
2016 Q4	$363K	Buy	+4,933	New	+$367K	0.24%	86

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clear Perspective Advisors's LLY Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Eli Lilly (LLY) stake by 1.2% in Q4 2021, selling an estimated $12.7K and leaving 4,211 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #52.

Clear Perspective Advisors first reported a position in LLY in Q4 2016 and has held it in 21 quarters since. 2,304 funds tracked by Wall St. Rank hold LLY as of Q4 2021.

Clear Perspective Advisors held 4,211 shares of Eli Lilly worth $1.16M as of Q4 2021.
Clear Perspective Advisors sold 50 Eli Lilly shares in Q4 2021, an estimated $12.7K.
Eli Lilly made up 0.35% of Clear Perspective Advisors's portfolio in Q4 2021, its #52 holding.
Clear Perspective Advisors first reported a position in Eli Lilly in Q4 2016 and has held it in 21 quarters since.
2,304 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.