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Lenox Wealth Management’s Eli Lilly LLY Stock Holding History

Lenox 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
2020
Q2 		$4K Hold
27
– – ﹤0.01% 560
2020
Q1 		$3K Buy
+27
New +$3.71K ﹤0.01% 555
2019
Q2 		– Sell
-196
Closed -$25K – 697
2019
Q1 		$25K Sell
196
-12
-6% -$1.46K 0.01% 323
2018
Q4 		$4K Buy
+208
New +$23.2K ﹤0.01% 493

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

Lenox Wealth Management's LLY Position: Q2 2020 in Review

Lenox Wealth Management held its Eli Lilly (LLY) position steady in Q2 2020 at 27 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Lenox Wealth Management first reported a position in LLY in Q4 2018 and has held it in 4 quarters since. The position peaked at $25K in Q1 2019. 1,764 funds tracked by Wall St. Rank hold LLY as of Q2 2020.

  • Lenox Wealth Management held 27 shares of Eli Lilly worth $4K as of Q2 2020.
  • Lenox Wealth Management left its Eli Lilly share count unchanged in Q2 2020.
  • Eli Lilly made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #560 holding.
  • Lenox Wealth Management first reported a position in Eli Lilly in Q4 2018 and has held it in 4 quarters since.
  • Lenox Wealth Management's Eli Lilly position peaked at $25K in Q1 2019.
  • 1,764 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.