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Landmark Wealth Management (New York)’s Eli Lilly LLY Stock Holding History

Landmark Wealth Management (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
-200
Closed -$200 – 120
2022
Q1 		$200 Buy
+200
New +$51.5K ﹤0.01% 189

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Landmark Wealth Management (New York)'s LLY Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Eli Lilly (LLY) in Q2 2022, closing a stake of 200 shares — an estimated $200 sold.

Landmark Wealth Management (New York) first reported a position in LLY in Q1 2022 and held it in 1 quarter. The position peaked at $200 in Q1 2022. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining Eli Lilly position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 200 Eli Lilly shares in Q2 2022, an estimated $200.
  • Landmark Wealth Management (New York) first reported a position in Eli Lilly in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s Eli Lilly position peaked at $200 in Q1 2022.
  • 2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.