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Emerson Wealth’s Eli Lilly LLY Stock Holding History

Emerson Wealth’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
Q2 		$46K Hold
141
– – 0.03% 38
2022
Q1 		$40K Buy
141
+41
+41% +$10.6K 0.02% 39
2021
Q4 		$28K Hold
100
– – 0.01% 37
2021
Q3 		$23K Hold
100
– – 0.01% 33
2021
Q2 		$23K Hold
100
– – 0.01% 33
2021
Q1 		$19K Buy
+100
New +$19.6K 0.01% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Emerson Wealth's LLY Position: Q2 2022 in Review

Emerson Wealth held its Eli Lilly (LLY) position steady in Q2 2022 at 141 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #38.

Emerson Wealth first reported a position in LLY in Q1 2021 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • Emerson Wealth held 141 shares of Eli Lilly worth $46K as of Q2 2022.
  • Emerson Wealth left its Eli Lilly share count unchanged in Q2 2022.
  • Eli Lilly made up 0.03% of Emerson Wealth's portfolio in Q2 2022, its #38 holding.
  • Emerson Wealth first reported a position in Eli Lilly in Q1 2021 and has held it in 6 quarters since.
  • 2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.