MWP
LLY icon

MYCIO Wealth Partners’s Eli Lilly LLY Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-6,742
Closed -$886K – 238
2019
Q4 		$886K Sell
6,742
-417
-6% -$48.3K 0.06% 142
2019
Q3 		$801K Buy
7,159
+76
+1% +$8.46K 0.06% 135
2019
Q2 		$785K Sell
7,083
-737
-9% -$86.8K 0.06% 128
2019
Q1 		$1.01M Sell
7,820
-160
-2% -$19.5K 0.08% 103
2018
Q4 		$923K Buy
7,980
+389
+5% +$43.5K 0.09% 106
2018
Q3 		$815K Sell
7,591
-225
-3% -$22.5K 0.08% 111
2018
Q2 		$667K Buy
7,816
+4,281
+121% +$352K 0.07% 125
2018
Q1 		$273K Buy
3,535
+405
+13% +$32.6K 0.03% 197
2017
Q4 		$264K Buy
3,130
+4
+0.1% +$340 0.03% 204
2017
Q3 		$267K Buy
3,126
+5
+0.2% +$410 0.03% 206
2017
Q2 		$257K Sell
3,121
-836
-21% -$68.2K 0.03% 188
2017
Q1 		$333K Buy
3,957
+844
+27% +$67.6K 0.04% 170
2016
Q4 		$229K Buy
3,113
+6
+0.2% +$447 0.03% 191
2016
Q3 		$249K Buy
3,107
+676
+28% +$54.1K 0.04% 151
2016
Q2 		$191K Buy
2,431
+32
+1% +$2.41K 0.03% 176
2016
Q1 		$173K Buy
2,399
+5
+0.2% +$378 0.03% 169
2015
Q4 		$202K Buy
2,394
+4
+0.2% +$332 0.04% 150
2015
Q3 		$200K Buy
2,390
+4
+0.2% +$338 0.04% 138
2015
Q2 		$199K Buy
2,386
+410
+21% +$31.2K 0.04% 144
2015
Q1 		$144K Buy
1,976
+13
+0.7% +$926 0.03% 172
2014
Q4 		$135K Buy
1,963
+11
+0.6% +$742 0.03% 171
2014
Q3 		$127K Sell
1,952
-487
-20% -$30.8K 0.03% 169
2014
Q2 		$152K Buy
2,439
+13
+0.5% +$776 0.03% 157
2014
Q1 		$143K Buy
2,426
+14
+0.6% +$781 0.03% 158
2013
Q4 		$123K Buy
2,412
+16
+0.7% +$801 0.03% 166
2013
Q3 		$121K Buy
2,396
+15
+0.6% +$785 0.03% 159
2013
Q2 		$117K Buy
+2,381
New +$130K 0.03% 155

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

MYCIO Wealth Partners's LLY Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Eli Lilly (LLY) in Q1 2020, closing a stake of 6,742 shares — an estimated $886K sold.

MYCIO Wealth Partners first reported a position in LLY in Q2 2013 and held it in 27 quarters. The position peaked at $1.01M in Q1 2019. 1,684 funds tracked by Wall St. Rank hold LLY as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Eli Lilly position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 6,742 Eli Lilly shares in Q1 2020, an estimated $886K.
  • MYCIO Wealth Partners first reported a position in Eli Lilly in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Eli Lilly position peaked at $1.01M in Q1 2019.
  • 1,684 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.