Next Financial Group’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.59M | Sell |
9,359
-826
| -8% | -$209K | 0.17% | 134 |
|
|
2021
Q3 | $2.35M | Buy |
10,185
+1,426
| +16% | +$352K | 0.18% | 127 |
|
|
2021
Q2 | $2.01M | Buy |
8,759
+6,372
| +267% | +$1.28M | 0.16% | 142 |
|
|
2021
Q1 | $446K | Sell |
2,387
-1,725
| -42% | -$337K | 0.04% | 468 |
|
|
2020
Q4 | $694K | Buy |
4,112
+1,882
| +84% | +$281K | 0.07% | 287 |
|
|
2020
Q3 | $331K | Sell |
2,230
-57
| -2% | -$8.82K | 0.04% | 471 |
|
|
2020
Q2 | $376K | Buy |
2,287
+207
| +10% | +$31.8K | 0.04% | 350 |
|
|
2020
Q1 | $289K | Sell |
2,080
-3,615
| -63% | -$497K | 0.04% | 427 |
|
|
2019
Q4 | $749K | Sell |
5,695
-1,277
| -18% | -$148K | 0.08% | 276 |
|
|
2019
Q3 | $780K | Buy |
6,972
+1,083
| +18% | +$121K | 0.08% | 268 |
|
|
2019
Q2 | $652K | Buy |
5,889
+3,703
| +169% | +$436K | 0.07% | 288 |
|
|
2019
Q1 | $284K | Sell |
2,186
-3,030
| -58% | -$368K | 0.07% | 273 |
|
|
2018
Q4 | $604K | Buy |
5,216
+1,809
| +53% | +$202K | 0.13% | 188 |
|
|
2018
Q3 | $366K | Sell |
3,407
-3,884
| -53% | -$388K | 0.17% | 125 |
|
|
2018
Q2 | $622K | Sell |
7,291
-1,361
| -16% | -$112K | 0.24% | 109 |
|
|
2018
Q1 | $669K | Buy |
8,652
+623
| +8% | +$50.2K | 0.14% | 169 |
|
|
2017
Q4 | $678K | Sell |
8,029
-4,961
| -38% | -$422K | 0.29% | 106 |
|
|
2017
Q3 | $1.12M | Sell |
12,990
-4,625
| -26% | -$379K | 0.31% | 78 |
|
|
2017
Q2 | $1.45M | Sell |
17,615
-1,749
| -9% | -$143K | 0.35% | 65 |
|
|
2017
Q1 | $1.59M | Sell |
19,364
-5,603
| -22% | -$449K | 0.44% | 46 |
|
|
2016
Q4 | $1.84M | Sell |
24,967
-15
| -0.1% | -$1.12K | 0.32% | 63 |
|
|
2016
Q3 | $2M | Buy |
24,982
+3,497
| +16% | +$280K | 0.36% | 48 |
|
|
2016
Q2 | $1.69M | Sell |
21,485
-1,600
| -7% | -$120K | 0.54% | 36 |
|
|
2016
Q1 | $1.66M | Sell |
23,085
-206
| -0.9% | -$15.6K | 0.59% | 34 |
|
|
2015
Q4 | $1.96M | Buy |
23,291
+1,278
| +6% | +$106K | 0.73% | 19 |
|
|
2015
Q3 | $1.84M | Buy |
22,013
+2,681
| +14% | +$226K | 0.66% | 24 |
|
|
2015
Q2 | $1.61M | Sell |
19,332
-544
| -3% | -$41.5K | 0.56% | 33 |
|
|
2015
Q1 | $1.44M | Sell |
19,876
-856
| -4% | -$60.9K | 0.46% | 43 |
|
|
2014
Q4 | $1.43M | Sell |
20,732
-7,628
| -27% | -$515K | 0.48% | 40 |
|
|
2014
Q3 | $1.84M | Buy |
28,360
+28,260
| +28,260% | +$1.79M | 0.37% | 47 |
|
|
2014
Q2 | $6K | Buy |
+100
| New | +$5.97K | ﹤0.01% | 884 |
|
Other funds holding LLY
Next Financial Group's LLY Position: Q4 2021 in Review
Next Financial Group reduced its Eli Lilly (LLY) stake by 8.1% in Q4 2021, selling an estimated $209K and leaving 9,359 shares worth $2.59M. The position accounts for 0.17% of the portfolio, ranked #134.
Next Financial Group first reported a position in LLY in Q2 2014 and has held it in 31 quarters since. 2,303 funds tracked by Wall St. Rank hold LLY as of Q4 2021.
- Next Financial Group held 9,359 shares of Eli Lilly worth $2.59M as of Q4 2021.
- Next Financial Group sold 826 Eli Lilly shares in Q4 2021, an estimated $209K.
- Eli Lilly made up 0.17% of Next Financial Group's portfolio in Q4 2021, its #134 holding.
- Next Financial Group first reported a position in Eli Lilly in Q2 2014 and has held it in 31 quarters since.
- 2,303 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.