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Sound View Wealth Advisors’s Eli Lilly LLY Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$3.1M Sell
23,885
-80
-0.3% -$9.73K 0.97% 31
2018
Q4 		$2.77M Buy
+23,965
New +$2.68M 1.01% 28

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sound View Wealth Advisors's LLY Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.33% in Q1 2019, selling an estimated $9.73K and leaving 23,885 shares worth $3.1M. The position accounts for 0.97% of the portfolio, ranked #31.

Sound View Wealth Advisors first reported a position in LLY in Q4 2018 and has held it in 2 quarters since. 1,604 funds tracked by Wall St. Rank hold LLY as of Q1 2019.

  • Sound View Wealth Advisors held 23,885 shares of Eli Lilly worth $3.1M as of Q1 2019.
  • Sound View Wealth Advisors sold 80 Eli Lilly shares in Q1 2019, an estimated $9.73K.
  • Eli Lilly made up 0.97% of Sound View Wealth Advisors's portfolio in Q1 2019, its #31 holding.
  • Sound View Wealth Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 2 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.