Frontier Wealth Management’s Eli Lilly LLY Stock Holding History

Frontier 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 Q2	$2.02M	Buy	6,223 +131	+2%	+$39.3K	0.15%	121
2022 Q1	$1.88M	Buy	6,092 +645	+12%	+$166K	0.02%	127
2021 Q4	$1.5M	Buy	5,447 +730	+15%	+$185K	0.1%	145
2021 Q3	$1.09M	Sell	4,717 -560	-11%	-$138K	0.08%	167
2021 Q2	$1.21M	Buy	5,277 +60	+1%	+$12.1K	0.08%	160
2021 Q1	$975K	Buy	5,217 +278	+6%	+$54.4K	0.07%	168
2020 Q4	$834K	Sell	4,939 -135	-3%	-$20.2K	0.07%	174
2020 Q3	$751K	Sell	5,074 -10	-0.2%	-$1.55K	0.07%	177
2020 Q2	$835K	Buy	5,084 +747	+17%	+$115K	0.08%	158
2020 Q1	$602K	Buy	4,337 +837	+24%	+$115K	0.1%	162
2019 Q4	$460K	Sell	3,500 -369	-10%	-$42.8K	0.07%	194
2019 Q3	$433K	Sell	3,869 -304	-7%	-$33.8K	0.06%	206
2019 Q2	$462K	Buy	4,173 +177	+4%	+$20.8K	0.07%	202
2019 Q1	$519K	Buy	3,996 +82	+2%	+$9.97K	0.07%	213
2018 Q4	$453K	Sell	3,914 -71	-2%	-$7.93K	0.07%	214
2018 Q3	$428K	Buy	3,985 +62	+2%	+$6.2K	0.04%	249
2018 Q2	$335K	Sell	3,923 -72	-2%	-$5.91K	0.05%	275
2018 Q1	$309K	Sell	3,995 -7,570	-65%	-$609K	0.04%	301
2017 Q4	$977K	Sell	11,565 -5,699	-33%	-$485K	0.16%	143
2017 Q3	$1.48M	Sell	17,264 -419	-2%	-$34.4K	0.21%	115
2017 Q2	$1.46M	Hold	17,683	–	–	0.22%	108
2017 Q1	$1.49M	Buy	17,683 +5,300	+43%	+$425K	0.23%	109
2016 Q4	$911K	Buy	12,383 +3,200	+35%	+$238K	0.15%	164
2016 Q3	$737K	Sell	9,183 -750	-8%	-$60K	0.11%	166
2016 Q2	$782K	Buy	9,933 +50	+0.5%	+$3.76K	0.13%	158
2016 Q1	$712K	Hold	9,883	–	–	0.06%	167
2015 Q4	$833K	Hold	9,883	–	–	0.13%	156
2015 Q3	$827K	Buy	9,883 +700	+8%	+$59.1K	0.13%	152
2015 Q2	$767K	Buy	9,183 +1,979	+27%	+$151K	0.12%	152
2015 Q1	$523K	Buy	7,204 +1,104	+18%	+$78.6K	0.08%	162
2014 Q4	$421K	Buy	+6,100	New	+$412K	0.08%	159

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Frontier Wealth Management's LLY Position: Q2 2022 in Review

Frontier Wealth Management increased its Eli Lilly (LLY) stake by 2.2% in Q2 2022, buying an estimated $39.3K and bringing the position to 6,223 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #121.

Frontier Wealth Management first reported a position in LLY in Q4 2014 and has held it in 31 quarters since. 2,446 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

Frontier Wealth Management held 6,223 shares of Eli Lilly worth $2.02M as of Q2 2022.
Frontier Wealth Management bought 131 Eli Lilly shares in Q2 2022, an estimated $39.3K.
Eli Lilly made up 0.15% of Frontier Wealth Management's portfolio in Q2 2022, its #121 holding.
Frontier Wealth Management first reported a position in Eli Lilly in Q4 2014 and has held it in 31 quarters since.
2,446 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.