RegentAtlantic Capital’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$9.03M Sell
27,940
-3,958
-12% -$1.25M 0.27% 58
2022
Q2
$10.3M Buy
31,898
+1,105
+4% +$332K 0.34% 53
2022
Q1
$8.82M Buy
30,793
+375
+1% +$96.5K 0.25% 70
2021
Q4
$8.4M Buy
30,418
+776
+3% +$197K 0.23% 78
2021
Q3
$6.85M Buy
29,642
+5,124
+21% +$1.26M 0.21% 85
2021
Q2
$5.63M Buy
24,518
+3,007
+14% +$604K 0.17% 103
2021
Q1
$4.02M Buy
21,511
+9,543
+80% +$1.87M 0.14% 127
2020
Q4
$2.02M Buy
11,968
+650
+6% +$97K 0.08% 168
2020
Q3
$1.68M Buy
11,318
+472
+4% +$73.1K 0.08% 175
2020
Q2
$1.78M Buy
10,846
+2,444
+29% +$375K 0.1% 165
2020
Q1
$1.17M Sell
8,402
-504
-6% -$69.2K 0.09% 188
2019
Q4
$1.17M Hold
8,906
0.07% 217
2019
Q3
$996K Hold
8,906
0.07% 228
2019
Q2
$987K Buy
8,906
+5,500
+161% +$648K 0.07% 228
2019
Q1
$442K Buy
3,406
+256
+8% +$31.1K 0.03% 302
2018
Q4
$365K Buy
3,150
+21
+0.7% +$2.35K 0.03% 312
2018
Q3
$336K Buy
3,129
+320
+11% +$32K 0.03% 338
2018
Q2
$240K Sell
2,809
-145
-5% -$11.9K 0.02% 374
2018
Q1
$229K Sell
2,954
-310
-9% -$25K 0.02% 383
2017
Q4
$276K Buy
3,264
+200
+7% +$17K 0.02% 365
2017
Q3
$262K Hold
3,064
0.02% 355
2017
Q2
$252K Hold
3,064
0.02% 362
2017
Q1
$258K Sell
3,064
-40
-1% -$3.2K 0.02% 352
2016
Q4
$228K Sell
3,104
-125
-4% -$9.31K 0.02% 359
2016
Q3
$259K Buy
3,229
+21
+0.7% +$1.68K 0.03% 341
2016
Q2
$253K Sell
3,208
-235
-7% -$17.7K 0.02% 343
2016
Q1
$248K Sell
3,443
-545
-14% -$41.2K 0.03% 339
2015
Q4
$336K Sell
3,988
-648
-14% -$53.8K 0.04% 298
2015
Q3
$388K Sell
4,636
-175
-4% -$14.8K 0.04% 277
2015
Q2
$402K Sell
4,811
-864
-15% -$65.8K 0.04% 277
2015
Q1
$412K Sell
5,675
-578
-9% -$41.1K 0.04% 265
2014
Q4
$431K Sell
6,253
-690
-10% -$46.6K 0.04% 272
2014
Q3
$450K Sell
6,943
-412
-6% -$26.1K 0.04% 262
2014
Q2
$457K Buy
7,355
+505
+7% +$30.1K 0.04% 259
2014
Q1
$403K Buy
6,850
+440
+7% +$24.6K 0.04% 263
2013
Q4
$327K Buy
6,410
+1,151
+22% +$57.6K 0.03% 290
2013
Q3
$265K Sell
5,259
-1,094
-17% -$57.3K 0.03% 296
2013
Q2
$312K Buy
+6,353
New +$346K 0.04% 270

Other funds holding LLY

RegentAtlantic Capital's LLY Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Eli Lilly (LLY) stake by 12% in Q3 2022, selling an estimated $1.25M and leaving 27,940 shares worth $9.03M. The position accounts for 0.27% of the portfolio, ranked #58.

RegentAtlantic Capital first reported a position in LLY in Q2 2013 and has held it in 38 quarters since. The position peaked at $10.3M in Q2 2022. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • RegentAtlantic Capital held 27,940 shares of Eli Lilly worth $9.03M as of Q3 2022.
  • RegentAtlantic Capital sold 3,958 Eli Lilly shares in Q3 2022, an estimated $1.25M.
  • Eli Lilly made up 0.27% of RegentAtlantic Capital's portfolio in Q3 2022, its #58 holding.
  • RegentAtlantic Capital first reported a position in Eli Lilly in Q2 2013 and has held it in 38 quarters since.
  • RegentAtlantic Capital's Eli Lilly position peaked at $10.3M in Q2 2022.
  • 2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.