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Lake Point Wealth Management’s Eli Lilly LLY Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-104
Closed -$12K – 783
2018
Q4 		$12K Buy
+104
New +$11.6K ﹤0.01% 430

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
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
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

Lake Point Wealth Management's LLY Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Eli Lilly (LLY) in Q1 2019, closing a stake of 104 shares — an estimated $12K sold.

Lake Point Wealth Management first reported a position in LLY in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 1,605 funds tracked by Wall St. Rank hold LLY as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Eli Lilly position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 104 Eli Lilly shares in Q1 2019, an estimated $12K.
  • Lake Point Wealth Management first reported a position in Eli Lilly in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Eli Lilly position peaked at $12K in Q4 2018.
  • 1,605 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.