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Planning Solutions Group’s Eli Lilly LLY Stock Holding History

Planning Solutions Group’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
2019
Q2 		$357K Buy
3,222
+54
+2% +$6.36K 0.18% 93
2019
Q1 		$411K Sell
3,168
-170
-5% -$20.7K 0.22% 82
2018
Q4 		$386K Buy
+3,338
New +$373K 0.23% 80

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Solutions Group's LLY Position: Q2 2019 in Review

Planning Solutions Group increased its Eli Lilly (LLY) stake by 1.7% in Q2 2019, buying an estimated $6.36K and bringing the position to 3,222 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #93.

Planning Solutions Group first reported a position in LLY in Q4 2018 and has held it in 3 quarters since. The position peaked at $411K in Q1 2019. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

  • Planning Solutions Group held 3,222 shares of Eli Lilly worth $357K as of Q2 2019.
  • Planning Solutions Group bought 54 Eli Lilly shares in Q2 2019, an estimated $6.36K.
  • Eli Lilly made up 0.18% of Planning Solutions Group's portfolio in Q2 2019, its #93 holding.
  • Planning Solutions Group first reported a position in Eli Lilly in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Eli Lilly position peaked at $411K in Q1 2019.
  • 1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.