Israel Discount Bank of New York’s Eli Lilly LLY Stock Holding History

Israel Discount Bank of New York’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
2022 Q2	–	Sell	-2,403	Closed	-$688K	–	88
2022 Q1	$688K	Sell	2,403 -442	-16%	-$114K	0.45%	55
2021 Q4	$786K	Sell	2,845 -1,384	-33%	-$351K	0.49%	48
2021 Q3	$977K	Buy	+4,229	New	+$1.04M	0.66%	32
2021 Q1	$778K	Sell	4,161 -482	-10%	-$94.3K	0.6%	38
2020 Q4	$784K	Sell	4,643 -1,378	-23%	-$206K	0.57%	40
2020 Q3	$891K	Sell	6,021 -187	-3%	-$28.9K	0.58%	42
2020 Q2	$1.02M	Sell	6,208 -1,035	-14%	-$159K	0.69%	33
2020 Q1	$1M	Buy	7,243 +2,239	+45%	+$308K	0.77%	36
2019 Q4	$658K	Buy	5,004 +2,561	+105%	+$297K	0.43%	59
2019 Q3	$273K	Buy	+2,443	New	+$272K	0.2%	76
2019 Q1	–	Sell	-750	Closed	-$87K	–	434
2018 Q4	$87K	Hold	750	–	–	0.07%	127
2018 Q3	$80K	Hold	750	–	–	0.05%	142
2018 Q2	$64K	Hold	750	–	–	0.04%	210
2018 Q1	$58K	Hold	750	–	–	0.04%	234
2017 Q4	$63K	Hold	750	–	–	0.04%	222
2017 Q3	$64K	Buy	+750	New	+$61.5K	0.05%	220

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 $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Israel Discount Bank of New York's LLY Position: Q2 2022 in Review

Israel Discount Bank of New York sold out of Eli Lilly (LLY) in Q2 2022, closing a stake of 2,403 shares — an estimated $688K sold.

Israel Discount Bank of New York first reported a position in LLY in Q3 2017 and held it in 16 quarters. The position peaked at $1.02M in Q2 2020. 2,446 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

Israel Discount Bank of New York reported no remaining Eli Lilly position as of Q2 2022 after selling out during the quarter.
Israel Discount Bank of New York sold 2,403 Eli Lilly shares in Q2 2022, an estimated $688K.
Israel Discount Bank of New York first reported a position in Eli Lilly in Q3 2017 and held it in 16 quarters.
Israel Discount Bank of New York's Eli Lilly position peaked at $1.02M in Q2 2020.
2,446 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Israel Discount Bank of New York's 13F filing for Q2 2022, filed 10 Aug 2022.