CSat Investment Advisory’s Eli Lilly LLY Stock Holding History

CSat Investment Advisory’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 Q1	$5K	Sell	25 -1	-4%	-$196	﹤0.01%	493
2020 Q4	$4K	Sell	26 -4,981	-99%	-$744K	﹤0.01%	492
2020 Q3	$741K	Buy	5,007 +509	+11%	+$78.8K	0.07%	137
2020 Q2	$739K	Sell	4,498 -281	-6%	-$43.1K	0.09%	119
2020 Q1	$663K	Buy	4,779 +1,264	+36%	+$174K	0.14%	97
2019 Q4	$462K	Buy	3,515 +1,447	+70%	+$168K	0.12%	156
2019 Q3	$231K	Buy	2,068 +246	+14%	+$27.4K	0.07%	191
2019 Q2	$202K	Buy	1,822 +1,801	+8,576%	+$212K	0.07%	186
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	529
2018 Q4	$2K	Buy	21 +2	+11%	+$223	﹤0.01%	530
2018 Q3	$2K	Sell	19 -5	-21%	-$500	﹤0.01%	527
2018 Q2	$2K	Buy	+24	New	+$1.97K	﹤0.01%	528

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

CSat Investment Advisory's LLY Position: Q1 2021 in Review

CSat Investment Advisory reduced its Eli Lilly (LLY) stake by 3.8% in Q1 2021, selling an estimated $196 and leaving 25 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

CSat Investment Advisory first reported a position in LLY in Q2 2018 and has held it in 12 quarters since. The position peaked at $741K in Q3 2020. 1,949 funds tracked by Wall St. Rank hold LLY as of Q1 2021.

CSat Investment Advisory held 25 shares of Eli Lilly worth $5K as of Q1 2021.
CSat Investment Advisory sold 1 Eli Lilly share in Q1 2021, an estimated $196.
Eli Lilly made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #493 holding.
CSat Investment Advisory first reported a position in Eli Lilly in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Eli Lilly position peaked at $741K in Q3 2020.
1,949 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.