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Squar Milner Financial Services’s Eli Lilly LLY Stock Holding History

Squar Milner Financial 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 		– Sell
-3,340
Closed -$548K – 107
2020
Q2 		$548K Buy
3,340
+900
+37% +$138K 0.31% 90
2020
Q1 		$338K Hold
2,440
– – 0.2% 112
2019
Q4 		$320K Sell
2,440
-900
-27% -$104K 0.16% 132
2019
Q3 		$494K Buy
3,340
+884
+36% +$98.4K 0.25% 101
2019
Q2 		$272K Buy
2,456
+1,580
+180% +$186K 0.18% 129
2019
Q1 		$113K Hold
876
– – 0.08% 244
2018
Q4 		$101K Hold
876
– – 0.1% 220
2018
Q3 		$94K Sell
876
-1,111
-56% -$111K 0.08% 246
2018
Q2 		$170K Buy
+1,987
New +$163K 0.15% 183

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

Squar Milner Financial Services's LLY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Eli Lilly (LLY) in Q3 2020, closing a stake of 3,340 shares — an estimated $548K sold.

Squar Milner Financial Services first reported a position in LLY in Q2 2018 and held it in 9 quarters. The position peaked at $548K in Q2 2020. 1,773 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Eli Lilly position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,340 Eli Lilly shares in Q3 2020, an estimated $548K.
  • Squar Milner Financial Services first reported a position in Eli Lilly in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's Eli Lilly position peaked at $548K in Q2 2020.
  • 1,773 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.