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Point View Wealth Management’s Eli Lilly LLY Stock Holding History

Point View 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
2020
Q4 		$341K Hold
2,018
– – 0.14% 189
2020
Q3 		$299K Sell
2,018
-67
-3% -$10.4K 0.14% 192
2020
Q2 		$342K Sell
2,085
-88
-4% -$13.5K 0.16% 176
2020
Q1 		$301K Sell
2,173
-1,053
-33% -$145K 0.16% 177
2019
Q4 		$424K Buy
3,226
+1,053
+48% +$122K 0.18% 168
2019
Q3 		$243K Sell
2,173
-57
-3% -$6.35K 0.11% 221
2019
Q2 		$247K Sell
2,230
-24
-1% -$2.83K 0.11% 220
2019
Q1 		$292K Sell
2,254
-14
-0.6% -$1.7K 0.13% 196
2018
Q4 		$262K Hold
2,268
– – 0.13% 195
2018
Q3 		$243K Buy
+2,268
New +$227K 0.11% 220
2017
Q4 		– Sell
-2,411
Closed -$207K – 263
2017
Q3 		$207K Sell
2,411
-197
-8% -$16.2K 0.1% 229
2017
Q2 		$215K Buy
+2,608
New +$213K 0.11% 220
2015
Q4 		– Sell
-2,431
Closed -$203K – 220
2015
Q3 		$203K Sell
2,431
-200
-8% -$16.9K 0.16% 167
2015
Q2 		$220K Buy
+2,631
New +$200K 0.17% 166

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Point View Wealth Management's LLY Position: Q4 2020 in Review

Point View Wealth Management held its Eli Lilly (LLY) position steady in Q4 2020 at 2,018 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #189.

Point View Wealth Management first reported a position in LLY in Q2 2015 and has held it in 14 quarters since. The position peaked at $424K in Q4 2019. 1,887 funds tracked by Wall St. Rank hold LLY as of Q4 2020.

  • Point View Wealth Management held 2,018 shares of Eli Lilly worth $341K as of Q4 2020.
  • Point View Wealth Management left its Eli Lilly share count unchanged in Q4 2020.
  • Eli Lilly made up 0.14% of Point View Wealth Management's portfolio in Q4 2020, its #189 holding.
  • Point View Wealth Management first reported a position in Eli Lilly in Q2 2015 and has held it in 14 quarters since.
  • Point View Wealth Management's Eli Lilly position peaked at $424K in Q4 2019.
  • 1,887 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.