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Pinnacle Private Wealth’s Eli Lilly LLY Stock Holding History

Pinnacle Private Wealth’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 		$290K Sell
894
-1
-0.1% -$300 0.11% 200
2022
Q1 		$256K Buy
895
+122
+16% +$31.4K 0.08% 242
2021
Q4 		$214K Buy
+773
New +$196K 0.07% 270

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Private Wealth's LLY Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Eli Lilly (LLY) stake by 0.11% in Q2 2022, selling an estimated $300 and leaving 894 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #200.

Pinnacle Private Wealth first reported a position in LLY in Q4 2021 and has held it in 3 quarters since. 2,446 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • Pinnacle Private Wealth held 894 shares of Eli Lilly worth $290K as of Q2 2022.
  • Pinnacle Private Wealth sold 1 Eli Lilly share in Q2 2022, an estimated $300.
  • Eli Lilly made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #200 holding.
  • Pinnacle Private Wealth first reported a position in Eli Lilly in Q4 2021 and has held it in 3 quarters since.
  • 2,446 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.