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JOYN Advisors’s Eli Lilly LLY Stock Holding History

JOYN 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
Q1 		$323K Sell
2,325
-11
-0.5% -$1.51K 0.11% 64
2019
Q4 		$307K Sell
2,336
-11
-0.5% -$1.27K 0.07% 77
2019
Q3 		$263K Sell
2,347
-80
-3% -$8.91K 0.06% 83
2019
Q2 		$264K Buy
2,427
+111
+5% +$13.1K 0.06% 90
2019
Q1 		$301K Sell
2,316
-158
-6% -$19.2K 0.07% 72
2018
Q4 		$286K Buy
2,474
+965
+64% +$108K 0.06% 76
2018
Q3 		$162K Buy
1,509
+52
+4% +$5.2K 0.03% 160
2018
Q2 		$124K Buy
1,457
+691
+90% +$56.8K 0.03% 186
2018
Q1 		$59K Buy
+766
New +$61.7K 0.01% 414

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JOYN Advisors's LLY Position: Q1 2020 in Review

JOYN Advisors reduced its Eli Lilly (LLY) stake by 0.47% in Q1 2020, selling an estimated $1.51K and leaving 2,325 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #64.

JOYN Advisors first reported a position in LLY in Q1 2018 and has held it in 9 quarters since. 1,684 funds tracked by Wall St. Rank hold LLY as of Q1 2020.

  • JOYN Advisors held 2,325 shares of Eli Lilly worth $323K as of Q1 2020.
  • JOYN Advisors sold 11 Eli Lilly shares in Q1 2020, an estimated $1.51K.
  • Eli Lilly made up 0.11% of JOYN Advisors's portfolio in Q1 2020, its #64 holding.
  • JOYN Advisors first reported a position in Eli Lilly in Q1 2018 and has held it in 9 quarters since.
  • 1,684 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.