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Epic Trust Investment Advisors’s Eli Lilly LLY Stock Holding History

Epic Trust Investment 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
Q2 		– Sell
-800
Closed -$229K – 82
2022
Q1 		$229K Buy
+800
New +$206K 0.36% 68

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
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

Epic Trust Investment Advisors's LLY Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Eli Lilly (LLY) in Q2 2022, closing a stake of 800 shares — an estimated $229K sold.

Epic Trust Investment Advisors first reported a position in LLY in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Eli Lilly position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 800 Eli Lilly shares in Q2 2022, an estimated $229K.
  • Epic Trust Investment Advisors first reported a position in Eli Lilly in Q1 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Eli Lilly position peaked at $229K in Q1 2022.
  • 2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.