Gupta Wealth Management’s Eli Lilly LLY Stock Holding History

Gupta 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
2016 Q1	$5.31M	Sell	73,802 -3,515	-5%	-$266K	1.25%	13
2015 Q4	$6.51M	Sell	77,317 -77,295	-50%	-$6.41M	1.66%	10
2015 Q3	$12.9M	Sell	154,612 -10,050	-6%	-$848K	3.15%	4
2015 Q2	$13.7M	Sell	164,662 -173	-0.1%	-$13.2K	3.38%	3
2015 Q1	$12M	Buy	+164,835	New	+$11.7M	3.52%	3

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's LLY Position: Q1 2016 in Review

Gupta Wealth Management reduced its Eli Lilly (LLY) stake by 4.5% in Q1 2016, selling an estimated $266K and leaving 73,802 shares worth $5.31M. The position accounts for 1.25% of the portfolio, ranked #13.

Gupta Wealth Management first reported a position in LLY in Q1 2015 and has held it in 5 quarters since. The position peaked at $13.7M in Q2 2015. 1,152 funds tracked by Wall St. Rank hold LLY as of Q1 2016.

Gupta Wealth Management held 73,802 shares of Eli Lilly worth $5.31M as of Q1 2016.
Gupta Wealth Management sold 3,515 Eli Lilly shares in Q1 2016, an estimated $266K.
Eli Lilly made up 1.25% of Gupta Wealth Management's portfolio in Q1 2016, its #13 holding.
Gupta Wealth Management first reported a position in Eli Lilly in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Eli Lilly position peaked at $13.7M in Q2 2015.
1,152 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.