Lenox Wealth Advisors’s Eli Lilly LLY Stock Holding History

Lenox Wealth 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
2022 Q1	$202K	Sell	647 -34	-5%	-$8.75K	0.03%	112
2021 Q4	$188K	Buy	681 +56	+9%	+$14.2K	0.02%	117
2021 Q3	$144K	Buy	625 +7	+1%	+$1.73K	0.02%	130
2021 Q2	$142K	Buy	618 +562	+1,004%	+$113K	0.02%	131
2021 Q1	$10K	Buy	+56	New	+$11K	﹤0.01%	421
2020 Q3	–	Sell	-80	Closed	-$13K	–	617
2020 Q2	$13K	Buy	+80	New	+$12.3K	﹤0.01%	345
2018 Q3	–	Sell	-694	Closed	-$59K	–	475
2018 Q2	$59K	Buy	694 +540	+351%	+$44.4K	0.01%	126
2018 Q1	$12K	Buy	154 +112	+267%	+$9.02K	﹤0.01%	338
2017 Q4	$4K	Buy	42 +38	+950%	+$3.23K	﹤0.01%	242
2017 Q3	$0	Buy	+4	New	+$328	﹤0.01%	262
2016 Q1	–	Sell	-61	Closed	-$5K	–	341
2015 Q4	$5K	Sell	61 -69	-53%	-$5.73K	﹤0.01%	224
2015 Q3	$11K	Hold	130	–	–	﹤0.01%	176
2015 Q2	$11K	Hold	130	–	–	﹤0.01%	132
2015 Q1	$9K	Hold	130	–	–	﹤0.01%	169
2014 Q4	$9K	Sell	130 -104	-44%	-$7.02K	﹤0.01%	176
2014 Q3	$15K	Hold	234	–	–	0.01%	149
2014 Q2	$15K	Buy	234 +130	+125%	+$7.76K	0.01%	128
2014 Q1	$6K	Sell	104 -75	-42%	-$4.19K	﹤0.01%	157
2013 Q4	$9K	Buy	179 +75	+72%	+$3.76K	0.01%	177
2013 Q3	$5K	Sell	104 -450	-81%	-$23.6K	﹤0.01%	164
2013 Q2	$27K	Buy	+554	New	+$30.1K	0.03%	54

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 $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Lenox Wealth Advisors's LLY Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Eli Lilly (LLY) stake by 5% in Q1 2022, selling an estimated $8.75K and leaving 647 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #112.

Lenox Wealth Advisors first reported a position in LLY in Q2 2013 and has held it in 21 quarters since. 2,346 funds tracked by Wall St. Rank hold LLY as of Q1 2022.

Lenox Wealth Advisors held 647 shares of Eli Lilly worth $202K as of Q1 2022.
Lenox Wealth Advisors sold 34 Eli Lilly shares in Q1 2022, an estimated $8.75K.
Eli Lilly made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #112 holding.
Lenox Wealth Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 21 quarters since.
2,346 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.