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Minot Wealth Management’s Eli Lilly LLY Stock Holding History

Minot 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
2022
Q2 		$4.01M Buy
12,379
+9,592
+344% +$2.88M 1.03% 29
2022
Q1 		$798K Buy
2,787
+65
+2% +$16.7K 0.17% 95
2021
Q4 		$752K Buy
2,722
+142
+6% +$36K 0.14% 104
2021
Q3 		$596K Buy
2,580
+64
+3% +$15.8K 0.13% 112
2021
Q2 		$592K Buy
+2,516
New +$505K 0.13% 113
2020
Q4 		– Sell
-15,553
Closed -$2.3M – 163
2020
Q3 		$2.3M Buy
15,553
+3,293
+27% +$510K 0.87% 49
2020
Q2 		$2.01M Buy
+12,260
New +$1.88M 1.01% 41

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
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

Minot Wealth Management's LLY Position: Q2 2022 in Review

Minot Wealth Management increased its Eli Lilly (LLY) stake by 344% in Q2 2022, buying an estimated $2.88M and bringing the position to 12,379 shares worth $4.01M. The position accounts for 1.03% of the portfolio, ranked #29.

Minot Wealth Management first reported a position in LLY in Q2 2020 and has held it in 7 quarters since. 2,446 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • Minot Wealth Management held 12,379 shares of Eli Lilly worth $4.01M as of Q2 2022.
  • Minot Wealth Management bought 9,592 Eli Lilly shares in Q2 2022, an estimated $2.88M.
  • Eli Lilly made up 1.03% of Minot Wealth Management's portfolio in Q2 2022, its #29 holding.
  • Minot Wealth Management first reported a position in Eli Lilly in Q2 2020 and has held it in 7 quarters since.
  • 2,446 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.