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S.E.E.D. Planning Group’s Eli Lilly LLY Stock Holding History

S.E.E.D. Planning 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
2021
Q3 		– Sell
-1,000
Closed -$230K – 93
2021
Q2 		$230K Buy
+1,000
New +$201K 0.11% 76

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

S.E.E.D. Planning Group's LLY Position: Q3 2021 in Review

S.E.E.D. Planning Group sold out of Eli Lilly (LLY) in Q3 2021, closing a stake of 1,000 shares — an estimated $230K sold.

S.E.E.D. Planning Group first reported a position in LLY in Q2 2021 and held it in 1 quarter. The position peaked at $230K in Q2 2021. 2,050 funds tracked by Wall St. Rank hold LLY as of Q3 2021.

  • S.E.E.D. Planning Group reported no remaining Eli Lilly position as of Q3 2021 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 1,000 Eli Lilly shares in Q3 2021, an estimated $230K.
  • S.E.E.D. Planning Group first reported a position in Eli Lilly in Q2 2021 and held it in 1 quarter.
  • S.E.E.D. Planning Group's Eli Lilly position peaked at $230K in Q2 2021.
  • 2,050 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2021.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2021, filed 21 Oct 2021.