Reilly Financial Advisors’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $697K | Buy |
2,523
+66
| +3% | +$16.7K | 0.05% | 136 |
|
|
2021
Q3 | $568K | Sell |
2,457
-80
| -3% | -$19.7K | 0.05% | 137 |
|
|
2021
Q2 | $582K | Buy |
2,537
+18
| +0.7% | +$3.62K | 0.05% | 140 |
|
|
2021
Q1 | $471K | Sell |
2,519
-242
| -9% | -$47.3K | 0.04% | 140 |
|
|
2020
Q4 | $466K | Sell |
2,761
-58
| -2% | -$8.66K | 0.04% | 138 |
|
|
2020
Q3 | $417K | Buy |
2,819
+3
| +0.1% | +$464 | 0.04% | 138 |
|
|
2020
Q2 | $462K | Buy |
2,816
+85
| +3% | +$13K | 0.05% | 129 |
|
|
2020
Q1 | $379K | Buy |
2,731
+2
| +0.1% | +$275 | 0.05% | 136 |
|
|
2019
Q4 | $359K | Buy |
2,729
+1,040
| +62% | +$121K | 0.04% | 153 |
|
|
2019
Q3 | $189K | Buy |
1,689
+50
| +3% | +$5.57K | 0.02% | 188 |
|
|
2019
Q2 | $182K | Sell |
1,639
-25
| -2% | -$2.94K | 0.02% | 188 |
|
|
2019
Q1 | $216K | Sell |
1,664
-78
| -4% | -$9.48K | 0.03% | 167 |
|
|
2018
Q4 | $202K | Sell |
1,742
-250
| -13% | -$27.9K | 0.03% | 174 |
|
|
2018
Q3 | $214K | Buy |
1,992
+315
| +19% | +$31.5K | 0.03% | 170 |
|
|
2018
Q2 | $143K | Sell |
1,677
-19,407
| -92% | -$1.59M | 0.02% | 188 |
|
|
2018
Q1 | $1.63M | Buy |
21,084
+834
| +4% | +$67.1K | 0.23% | 73 |
|
|
2017
Q4 | $1.71M | Buy |
20,250
+1,250
| +7% | +$106K | 0.24% | 72 |
|
|
2017
Q3 | $1.63M | Buy |
19,000
+143
| +0.8% | +$11.7K | 0.24% | 65 |
|
|
2017
Q2 | $1.55M | Buy |
18,857
+1,530
| +9% | +$125K | 0.24% | 69 |
|
|
2017
Q1 | $1.46M | Buy |
17,327
+975
| +6% | +$78.1K | 0.23% | 64 |
|
|
2016
Q4 | $1.2M | Buy |
16,352
+1,130
| +7% | +$84.2K | 0.21% | 72 |
|
|
2016
Q3 | $1.22M | Buy |
15,222
+375
| +3% | +$30K | 0.22% | 67 |
|
|
2016
Q2 | $1.17M | Buy |
14,847
+2,976
| +25% | +$224K | 0.21% | 67 |
|
|
2016
Q1 | $855K | Buy |
11,871
+184
| +2% | +$13.9K | 0.15% | 83 |
|
|
2015
Q4 | $985K | Sell |
11,687
-3,130
| -21% | -$260K | 0.17% | 73 |
|
|
2015
Q3 | $1.24M | Buy |
14,817
+1,655
| +13% | +$140K | 0.23% | 70 |
|
|
2015
Q2 | $1.1M | Buy |
13,162
+1,070
| +9% | +$81.5K | 0.19% | 68 |
|
|
2015
Q1 | $878K | Buy |
12,092
+2,895
| +31% | +$206K | 0.16% | 78 |
|
|
2014
Q4 | $635K | Buy |
9,197
+3,222
| +54% | +$217K | 0.15% | 65 |
|
|
2014
Q3 | $387K | Buy |
5,975
+2,765
| +86% | +$175K | 0.09% | 82 |
|
|
2014
Q2 | $201K | Buy |
3,210
+905
| +39% | +$54K | 0.05% | 114 |
|
|
2014
Q1 | $136K | Buy |
2,305
+2,082
| +934% | +$116K | 0.03% | 150 |
|
|
2013
Q4 | $11K | Buy |
223
+23
| +12% | +$1.15K | ﹤0.01% | 515 |
|
|
2013
Q3 | $10K | Sell |
200
-231
| -54% | -$12.1K | ﹤0.01% | 469 |
|
|
2013
Q2 | $22K | Buy |
+431
| New | +$23.5K | 0.01% | 336 |
|
Other funds holding LLY
Reilly Financial Advisors's LLY Position: Q4 2021 in Review
Reilly Financial Advisors increased its Eli Lilly (LLY) stake by 2.7% in Q4 2021, buying an estimated $16.7K and bringing the position to 2,523 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #136.
Reilly Financial Advisors first reported a position in LLY in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.71M in Q4 2017. 2,304 funds tracked by Wall St. Rank hold LLY as of Q4 2021.
- Reilly Financial Advisors held 2,523 shares of Eli Lilly worth $697K as of Q4 2021.
- Reilly Financial Advisors bought 66 Eli Lilly shares in Q4 2021, an estimated $16.7K.
- Eli Lilly made up 0.05% of Reilly Financial Advisors's portfolio in Q4 2021, its #136 holding.
- Reilly Financial Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 35 quarters since.
- Reilly Financial Advisors's Eli Lilly position peaked at $1.71M in Q4 2017.
- 2,304 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.