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Shine Investment Advisory Services’s Eli Lilly LLY Stock Holding History

Shine Investment Advisory Services’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 		$267K Sell
1,801
-6
-0.3% -$929 0.09% 113
2020
Q2 		$297K Buy
1,807
+115
+7% +$17.7K 0.11% 97
2020
Q1 		$235K Buy
1,692
+252
+18% +$34.6K 0.11% 99
2019
Q4 		$189K Sell
1,440
-100
-6% -$11.6K 0.08% 132
2019
Q3 		$172K Buy
1,540
+126
+9% +$14K 0.08% 117
2019
Q2 		$157K Sell
1,414
-273
-16% -$32.1K 0.07% 128
2019
Q1 		$219K Buy
1,687
+48
+3% +$5.84K 0.1% 111
2018
Q4 		$190K Buy
1,639
+259
+19% +$28.9K 0.09% 108
2018
Q3 		$148K Sell
1,380
-47
-3% -$4.7K 0.08% 134
2018
Q2 		$122K Buy
1,427
+54
+4% +$4.43K 0.06% 145
2018
Q1 		$106K Sell
1,373
-252
-16% -$20.3K 0.06% 164
2017
Q4 		$137K Sell
1,625
-129
-7% -$11K 0.07% 125
2017
Q3 		$150K Sell
1,754
-48
-3% -$3.94K 0.08% 113
2017
Q2 		$148K Buy
+1,802
New +$147K 0.08% 108

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
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

Shine Investment Advisory Services's LLY Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Eli Lilly (LLY) stake by 0.33% in Q3 2020, selling an estimated $929 and leaving 1,801 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #113.

Shine Investment Advisory Services first reported a position in LLY in Q2 2017 and has held it in 14 quarters since. The position peaked at $297K in Q2 2020. 1,774 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

  • Shine Investment Advisory Services held 1,801 shares of Eli Lilly worth $267K as of Q3 2020.
  • Shine Investment Advisory Services sold 6 Eli Lilly shares in Q3 2020, an estimated $929.
  • Eli Lilly made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #113 holding.
  • Shine Investment Advisory Services first reported a position in Eli Lilly in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Eli Lilly position peaked at $297K in Q2 2020.
  • 1,774 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.