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Hoover Financial Advisors’s Eli Lilly LLY Stock Holding History

Hoover Financial 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
2021
Q2 		$156K Buy
681
+190
+39% +$38.2K 0.03% 158
2021
Q1 		$96K Buy
491
+10
+2% +$1.96K 0.02% 198
2020
Q4 		$90K Buy
+481
New +$71.8K 0.02% 181
2020
Q3 		– Sell
-200
Closed -$33K – 347
2020
Q2 		$33K Buy
+200
New +$30.7K 0.01% 226

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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

Hoover Financial Advisors's LLY Position: Q2 2021 in Review

Hoover Financial Advisors increased its Eli Lilly (LLY) stake by 39% in Q2 2021, buying an estimated $38.2K and bringing the position to 681 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #158.

Hoover Financial Advisors first reported a position in LLY in Q2 2020 and has held it in 4 quarters since. 2,022 funds tracked by Wall St. Rank hold LLY as of Q2 2021.

  • Hoover Financial Advisors held 681 shares of Eli Lilly worth $156K as of Q2 2021.
  • Hoover Financial Advisors bought 190 Eli Lilly shares in Q2 2021, an estimated $38.2K.
  • Eli Lilly made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #158 holding.
  • Hoover Financial Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 4 quarters since.
  • 2,022 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.