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Doyle Wealth Management’s Eli Lilly LLY Stock Holding History

Doyle Wealth Management’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
Q3 		$1.27M Sell
3,930
-191
-5% -$60.5K 0.11% 91
2022
Q2 		$1.34M Hold
4,121
– – 0.11% 94
2022
Q1 		$1.18M Buy
4,121
+369
+10% +$95K 0.09% 107
2021
Q4 		$1.04M Buy
3,752
+76
+2% +$19.3K 0.07% 109
2021
Q3 		$849K Buy
3,676
+2
+0.1% +$494 0.07% 118
2021
Q2 		$843K Buy
3,674
+2
+0.1% +$402 0.07% 118
2021
Q1 		$686K Sell
3,672
-12
-0.3% -$2.35K 0.07% 120
2020
Q4 		$622K Sell
3,684
-48
-1% -$7.17K 0.06% 123
2020
Q3 		$552K Buy
3,732
+2
+0.1% +$310 0.06% 122
2020
Q2 		$612K Sell
3,730
-993
-21% -$152K 0.08% 103
2020
Q1 		$655K Hold
4,723
– – 0.1% 90
2019
Q4 		$621K Buy
4,723
+134
+3% +$15.5K 0.08% 111
2019
Q3 		$513K Sell
4,589
-9
-0.2% -$1K 0.07% 117
2019
Q2 		$509K Sell
4,598
-47
-1% -$5.54K 0.07% 112
2019
Q1 		$540K Buy
4,645
+1,564
+51% +$190K 0.08% 105
2018
Q4 		$357K Buy
3,081
+6
+0.2% +$670 0.06% 126
2018
Q3 		$330K Buy
3,075
+157
+5% +$15.7K 0.05% 142
2018
Q2 		$249K Sell
2,918
-73
-2% -$6K 0.04% 159
2018
Q1 		$231K Buy
2,991
+111
+4% +$8.94K 0.04% 151
2017
Q4 		$243K Buy
+2,880
New +$245K 0.04% 147

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Doyle Wealth Management's LLY Position: Q3 2022 in Review

Doyle Wealth Management reduced its Eli Lilly (LLY) stake by 4.6% in Q3 2022, selling an estimated $60.5K and leaving 3,930 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #91.

Doyle Wealth Management first reported a position in LLY in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2022. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • Doyle Wealth Management held 3,930 shares of Eli Lilly worth $1.27M as of Q3 2022.
  • Doyle Wealth Management sold 191 Eli Lilly shares in Q3 2022, an estimated $60.5K.
  • Eli Lilly made up 0.11% of Doyle Wealth Management's portfolio in Q3 2022, its #91 holding.
  • Doyle Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 20 quarters since.
  • Doyle Wealth Management's Eli Lilly position peaked at $1.34M in Q2 2022.
  • 2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.