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JFG Wealth Management’s Eli Lilly LLY Stock Holding History

JFG 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
2021
Q1 		– Sell
-2,653
Closed -$447K – 34
2020
Q4 		$447K Buy
+2,653
New +$396K 0.24% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JFG Wealth Management's LLY Position: Q1 2021 in Review

JFG Wealth Management sold out of Eli Lilly (LLY) in Q1 2021, closing a stake of 2,653 shares — an estimated $447K sold.

JFG Wealth Management first reported a position in LLY in Q4 2020 and held it in 1 quarter. The position peaked at $447K in Q4 2020. 1,949 funds tracked by Wall St. Rank hold LLY as of Q1 2021.

  • JFG Wealth Management reported no remaining Eli Lilly position as of Q1 2021 after selling out during the quarter.
  • JFG Wealth Management sold 2,653 Eli Lilly shares in Q1 2021, an estimated $447K.
  • JFG Wealth Management first reported a position in Eli Lilly in Q4 2020 and held it in 1 quarter.
  • JFG Wealth Management's Eli Lilly position peaked at $447K in Q4 2020.
  • 1,949 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2021.

Based on JFG Wealth Management's 13F filing for Q1 2021, filed 12 May 2021.