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Independence Advisors’s Eli Lilly LLY Stock Holding History

Independence 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
Q3 		$226K Sell
1,527
-20
-1% -$3.1K 0.05% 89
2020
Q2 		$254K Sell
1,547
-11
-0.7% -$1.69K 0.06% 79
2020
Q1 		$216K Hold
1,558
– – 0.06% 75
2019
Q4 		$205K Buy
+1,558
New +$181K 0.05% 97
2019
Q2 		– Sell
-1,651
Closed -$214K – 103
2019
Q1 		$214K Buy
+1,651
New +$201K 0.06% 89

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
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
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

Independence Advisors's LLY Position: Q3 2020 in Review

Independence Advisors reduced its Eli Lilly (LLY) stake by 1.3% in Q3 2020, selling an estimated $3.1K and leaving 1,527 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #89.

Independence Advisors first reported a position in LLY in Q1 2019 and has held it in 5 quarters since. The position peaked at $254K in Q2 2020. 1,773 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

  • Independence Advisors held 1,527 shares of Eli Lilly worth $226K as of Q3 2020.
  • Independence Advisors sold 20 Eli Lilly shares in Q3 2020, an estimated $3.1K.
  • Eli Lilly made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #89 holding.
  • Independence Advisors first reported a position in Eli Lilly in Q1 2019 and has held it in 5 quarters since.
  • Independence Advisors's Eli Lilly position peaked at $254K in Q2 2020.
  • 1,773 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.