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MD Financial Management’s Eli Lilly LLY Stock Holding History

MD Financial 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
2021
Q4 		$20K Hold
71
– – ﹤0.01% 291
2021
Q3 		$16K Hold
71
– – ﹤0.01% 278
2021
Q2 		$16K Hold
71
– – ﹤0.01% 280
2021
Q1 		$13K Hold
71
– – ﹤0.01% 215
2020
Q4 		$12K Buy
+71
New +$10.6K ﹤0.01% 90

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

MD Financial Management's LLY Position: Q4 2021 in Review

MD Financial Management held its Eli Lilly (LLY) position steady in Q4 2021 at 71 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

MD Financial Management first reported a position in LLY in Q4 2020 and has held it in 5 quarters since. 2,303 funds tracked by Wall St. Rank hold LLY as of Q4 2021.

  • MD Financial Management held 71 shares of Eli Lilly worth $20K as of Q4 2021.
  • MD Financial Management left its Eli Lilly share count unchanged in Q4 2021.
  • Eli Lilly made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #291 holding.
  • MD Financial Management first reported a position in Eli Lilly in Q4 2020 and has held it in 5 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.