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Personal Wealth Partners’s Eli Lilly LLY Stock Holding History

Personal 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
2021
Q3 		– Sell
-475
Closed -$109K – 253
2021
Q2 		$109K Buy
+475
New +$95.4K 0.04% 108
2020
Q1 		– Sell
-475
Closed -$62K – 359
2019
Q4 		$62K Hold
475
– – 0.03% 134
2019
Q3 		$53K Hold
475
– – 0.02% 142
2019
Q2 		$53K Buy
+475
New +$55.9K 0.03% 128

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Personal Wealth Partners's LLY Position: Q3 2021 in Review

Personal Wealth Partners sold out of Eli Lilly (LLY) in Q3 2021, closing a stake of 475 shares — an estimated $109K sold.

Personal Wealth Partners first reported a position in LLY in Q2 2019 and held it in 4 quarters. The position peaked at $109K in Q2 2021. 2,050 funds tracked by Wall St. Rank hold LLY as of Q3 2021.

  • Personal Wealth Partners reported no remaining Eli Lilly position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 475 Eli Lilly shares in Q3 2021, an estimated $109K.
  • Personal Wealth Partners first reported a position in Eli Lilly in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Eli Lilly position peaked at $109K in Q2 2021.
  • 2,050 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.