Edge Wealth Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-62
| Closed | -$17K | – | 287 |
|
|
2021
Q4 | $17K | Hold |
62
| – | – | ﹤0.01% | 269 |
|
|
2021
Q3 | $14K | Hold |
62
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $14K | Hold |
62
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $12K | Buy |
62
+32
| +107% | +$6.26K | ﹤0.01% | 295 |
|
|
2020
Q4 | $5K | Sell |
30
-500
| -94% | -$74.7K | ﹤0.01% | 298 |
|
|
2020
Q3 | $78K | Hold |
530
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $87K | Hold |
530
| – | – | 0.02% | 214 |
|
|
2020
Q1 | $74K | Sell |
530
-89
| -14% | -$12.2K | 0.02% | 198 |
|
|
2019
Q4 | $81K | Buy |
619
+89
| +17% | +$10.3K | 0.02% | 214 |
|
|
2019
Q3 | $59K | Hold |
530
| – | – | 0.01% | 235 |
|
|
2019
Q2 | $58K | Hold |
530
| – | – | 0.01% | 245 |
|
|
2019
Q1 | $69K | Hold |
530
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $61K | Hold |
530
| – | – | 0.02% | 230 |
|
|
2018
Q3 | $57K | Hold |
530
| – | – | 0.01% | 240 |
|
|
2018
Q2 | $45K | Hold |
530
| – | – | 0.01% | 251 |
|
|
2018
Q1 | $41K | Hold |
530
| – | – | 0.01% | 243 |
|
|
2017
Q4 | $44K | Sell |
530
-30
| -5% | -$2.55K | 0.01% | 231 |
|
|
2017
Q3 | $48K | Hold |
560
| – | – | 0.01% | 223 |
|
|
2017
Q2 | $46K | Hold |
560
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $47K | Hold |
560
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $41K | Hold |
560
| – | – | 0.02% | 203 |
|
|
2016
Q3 | $45K | Hold |
560
| – | – | 0.02% | 192 |
|
|
2016
Q2 | $44K | Hold |
560
| – | – | 0.02% | 184 |
|
|
2016
Q1 | $40K | Sell |
560
-50
| -8% | -$3.78K | 0.02% | 190 |
|
|
2015
Q4 | $52K | Hold |
610
| – | – | 0.02% | 183 |
|
|
2015
Q3 | $50K | Sell |
610
-50
| -8% | -$4.22K | 0.02% | 178 |
|
|
2015
Q2 | $55K | Sell |
660
-166
| -20% | -$12.6K | 0.02% | 182 |
|
|
2015
Q1 | $61K | Buy |
826
+266
| +48% | +$18.9K | 0.02% | 176 |
|
|
2014
Q4 | $39K | Hold |
560
| – | – | 0.01% | 216 |
|
|
2014
Q3 | $36K | Hold |
560
| – | – | 0.01% | 219 |
|
|
2014
Q2 | $35K | Hold |
560
| – | – | 0.01% | 208 |
|
|
2014
Q1 | $33K | Hold |
560
| – | – | 0.01% | 201 |
|
|
2013
Q4 | $29K | Hold |
560
| – | – | 0.01% | 197 |
|
|
2013
Q3 | $28K | Hold |
560
| – | – | 0.02% | 175 |
|
|
2013
Q2 | $28K | Buy |
+560
| New | +$30.5K | 0.02% | 163 |
|
Other funds holding LLY
Edge Wealth Management's LLY Position: Q1 2022 in Review
Edge Wealth Management sold out of Eli Lilly (LLY) in Q1 2022, closing a stake of 62 shares — an estimated $17K sold.
Edge Wealth Management first reported a position in LLY in Q2 2013 and held it in 35 quarters. The position peaked at $87K in Q2 2020. 2,345 funds tracked by Wall St. Rank hold LLY as of Q1 2022.
- Edge Wealth Management reported no remaining Eli Lilly position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 62 Eli Lilly shares in Q1 2022, an estimated $17K.
- Edge Wealth Management first reported a position in Eli Lilly in Q2 2013 and held it in 35 quarters.
- Edge Wealth Management's Eli Lilly position peaked at $87K in Q2 2020.
- 2,345 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.