Patriot Wealth Management’s Eli Lilly LLY Stock Holding History

Patriot 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
2018 Q3	–	Sell	-77,013	Closed	-$6.57M	–	84
2018 Q2	$6.57M	Buy	77,013 +1,745	+2%	+$143K	0.9%	44
2018 Q1	$5.82M	Buy	75,268 +1,691	+2%	+$136K	0.83%	45
2017 Q4	$6.21M	Buy	73,577 +1,381	+2%	+$118K	0.88%	44
2017 Q3	$6.18M	Buy	72,196 +470	+0.7%	+$38.5K	1%	38
2017 Q2	$5.9M	Buy	71,726 +2,130	+3%	+$174K	0.99%	41
2017 Q1	$5.85M	Buy	69,596 +2,185	+3%	+$175K	0.94%	41
2016 Q4	$4.96M	Buy	67,411 +193	+0.3%	+$14.4K	0.94%	47
2016 Q3	$5.39M	Sell	67,218 -1,710	-2%	-$137K	1.04%	38
2016 Q2	$5.43M	Buy	+68,928	New	+$5.19M	1.07%	36

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $1.47T AUM 27.86% 1-Year Est. Return