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Price Wealth’s Eli Lilly LLY Stock Holding History

Price 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
2020
Q3 		$27K Buy
182
+78
+75% +$12.1K 0.01% 166
2020
Q2 		$17K Buy
+104
New +$16K 0.01% 130
2020
Q1 		– Sell
-24
Closed -$3K – 466
2019
Q4 		$3K Buy
+24
New +$2.78K ﹤0.01% 218
2018
Q3 		– Sell
-313
Closed -$26K – 317
2018
Q2 		$26K Buy
313
+193
+161% +$15.9K 0.01% 175
2018
Q1 		$9K Sell
120
-120
-50% -$9.66K 0.01% 171
2017
Q4 		$20K Buy
+240
New +$20.4K 0.01% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Price Wealth's LLY Position: Q3 2020 in Review

Price Wealth increased its Eli Lilly (LLY) stake by 75% in Q3 2020, buying an estimated $12.1K and bringing the position to 182 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #166.

Price Wealth first reported a position in LLY in Q4 2017 and has held it in 6 quarters since. 1,773 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

  • Price Wealth held 182 shares of Eli Lilly worth $27K as of Q3 2020.
  • Price Wealth bought 78 Eli Lilly shares in Q3 2020, an estimated $12.1K.
  • Eli Lilly made up 0.01% of Price Wealth's portfolio in Q3 2020, its #166 holding.
  • Price Wealth first reported a position in Eli Lilly in Q4 2017 and has held it in 6 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.