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Fusion Family Wealth’s Eli Lilly LLY Stock Holding History

Fusion Family 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
2019
Q1 		– Sell
-210
Closed -$24K – 201
2018
Q4 		$24K Buy
210
+1
+0.5% +$112 0.01% 147
2018
Q3 		$22K Buy
209
+1
+0.5% +$100 0.01% 163
2018
Q2 		$18K Buy
208
+1
+0.5% +$82 0.01% 191
2018
Q1 		$16K Sell
207
-198
-49% -$15.9K 0.01% 183
2017
Q4 		$34K Buy
405
+205
+103% +$17.4K 0.01% 151
2017
Q3 		$17K Sell
200
-3
-1% -$246 0.01% 134
2017
Q2 		$17K Buy
203
+2
+1% +$163 0.01% 178
2017
Q1 		$17K Sell
201
-43
-18% -$3.44K 0.01% 178
2016
Q4 		$18K Buy
+244
New +$18.2K 0.01% 194

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
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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fusion Family Wealth's LLY Position: Q1 2019 in Review

Fusion Family Wealth sold out of Eli Lilly (LLY) in Q1 2019, closing a stake of 210 shares — an estimated $24K sold.

Fusion Family Wealth first reported a position in LLY in Q4 2016 and held it in 9 quarters. The position peaked at $34K in Q4 2017. 1,604 funds tracked by Wall St. Rank hold LLY as of Q1 2019.

  • Fusion Family Wealth reported no remaining Eli Lilly position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 210 Eli Lilly shares in Q1 2019, an estimated $24K.
  • Fusion Family Wealth first reported a position in Eli Lilly in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's Eli Lilly position peaked at $34K in Q4 2017.
  • 1,604 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.