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Dixon Hughes Goodman Wealth Advisors’s Eli Lilly LLY Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$87K Buy
303
+103
+52% +$26.5K 0.03% 260
2021
Q4 		$55K Buy
+200
New +$50.7K 0.02% 255

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dixon Hughes Goodman Wealth Advisors's LLY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Eli Lilly (LLY) stake by 52% in Q1 2022, buying an estimated $26.5K and bringing the position to 303 shares worth $87K. The position accounts for 0.03% of the portfolio, ranked #260.

Dixon Hughes Goodman Wealth Advisors first reported a position in LLY in Q4 2021 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold LLY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 303 shares of Eli Lilly worth $87K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 103 Eli Lilly shares in Q1 2022, an estimated $26.5K.
  • Eli Lilly made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #260 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.