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Fortis Advisors’s Eli Lilly LLY Stock Holding History

Fortis 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
2020
Q2 		– Sell
-624
Closed -$87K – 252
2020
Q1 		$87K Hold
624
– – 0.06% 153
2019
Q4 		$82K Hold
624
– – 0.05% 190
2019
Q3 		$70K Buy
624
+322
+107% +$35.8K 0.03% 198
2019
Q2 		$33K Hold
302
– – 0.02% 261
2019
Q1 		$39K Buy
+302
New +$36.7K 0.02% 237

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortis Advisors's LLY Position: Q2 2020 in Review

Fortis Advisors sold out of Eli Lilly (LLY) in Q2 2020, closing a stake of 624 shares — an estimated $87K sold.

Fortis Advisors first reported a position in LLY in Q1 2019 and held it in 5 quarters. The position peaked at $87K in Q1 2020. 1,764 funds tracked by Wall St. Rank hold LLY as of Q2 2020.

  • Fortis Advisors reported no remaining Eli Lilly position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 624 Eli Lilly shares in Q2 2020, an estimated $87K.
  • Fortis Advisors first reported a position in Eli Lilly in Q1 2019 and held it in 5 quarters.
  • Fortis Advisors's Eli Lilly position peaked at $87K in Q1 2020.
  • 1,764 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.