Gideon Capital Advisors’s Eli Lilly LLY Stock Holding History

Gideon Capital 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 Q1	–	Sell	-14,906	Closed	-$1.96M	–	119
2019 Q4	$1.96M	Buy	+14,906	New	+$1.73M	0.67%	42
2018 Q1	–	Sell	-6,410	Closed	-$541K	–	413
2017 Q4	$541K	Buy	+6,410	New	+$545K	0.48%	50
2014 Q4	–	Sell	-7,189	Closed	-$466K	–	255
2014 Q3	$466K	Sell	7,189 -2,458	-25%	-$156K	0.18%	159
2014 Q2	$600K	Buy	+9,647	New	+$576K	0.22%	138

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 $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's LLY Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Eli Lilly (LLY) in Q1 2020, closing a stake of 14,906 shares — an estimated $1.96M sold.

Gideon Capital Advisors first reported a position in LLY in Q2 2014 and held it in 4 quarters. The position peaked at $1.96M in Q4 2019. 1,685 funds tracked by Wall St. Rank hold LLY as of Q1 2020.

Gideon Capital Advisors reported no remaining Eli Lilly position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 14,906 Eli Lilly shares in Q1 2020, an estimated $1.96M.
Gideon Capital Advisors first reported a position in Eli Lilly in Q2 2014 and held it in 4 quarters.
Gideon Capital Advisors's Eli Lilly position peaked at $1.96M in Q4 2019.
1,685 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.