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Sunflower Bank Wealth Management’s Eli Lilly LLY Stock Holding History

Sunflower Bank Wealth Management’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 		$284K Sell
1,920
-250
-12% -$38.7K 0.1% 102
2020
Q2 		$356K Sell
2,170
-150
-6% -$23K 0.12% 99
2020
Q1 		$322K Sell
2,320
-35
-1% -$4.81K 0.12% 93
2019
Q4 		$310K Sell
2,355
-350
-13% -$40.6K 0.09% 112
2019
Q3 		$302K Hold
2,705
– – 0.1% 113
2019
Q2 		$300K Sell
2,705
-1,040
-28% -$122K 0.1% 113
2019
Q1 		$486K Sell
3,745
-315
-8% -$38.3K 0.15% 91
2018
Q4 		$470K Sell
4,060
-200
-5% -$22.3K 0.15% 90
2018
Q3 		$457K Sell
4,260
-175
-4% -$17.5K 0.13% 101
2018
Q2 		$378K Hold
4,435
– – 0.11% 108
2018
Q1 		$343K Hold
4,435
– – 0.09% 109
2017
Q4 		$375K Sell
4,435
-180
-4% -$15.3K 0.1% 98
2017
Q3 		$395K Sell
4,615
-190
-4% -$15.6K 0.14% 68
2017
Q2 		$395K Sell
4,805
-290
-6% -$23.7K 0.13% 74
2017
Q1 		$429K Sell
5,095
-50
-1% -$4K 0.15% 69
2016
Q4 		$378K Sell
5,145
-2,260
-31% -$168K 0.13% 70
2016
Q3 		$594K Sell
7,405
-105
-1% -$8.4K 0.22% 56
2016
Q2 		$591K Sell
7,510
-165
-2% -$12.4K 0.21% 57
2016
Q1 		$553K Sell
7,675
-1,450
-16% -$110K 0.2% 56
2015
Q4 		$769K Sell
9,125
-110
-1% -$9.13K 0.27% 52
2015
Q3 		$773K Sell
9,235
-225
-2% -$19K 0.28% 51
2015
Q2 		$790K Sell
9,460
-12,718
-57% -$969K 0.27% 53
2015
Q1 		$1.61M Sell
22,178
-1,075
-5% -$76.5K 0.53% 40
2014
Q4 		$1.6M Buy
23,253
+3,640
+19% +$246K 0.51% 38
2014
Q3 		$1.27M Sell
19,613
-50
-0.3% -$3.17K 0.43% 42
2014
Q2 		$1.22M Buy
19,663
+1,180
+6% +$70.4K 0.5% 43
2014
Q1 		$1.09M Buy
18,483
+2,873
+18% +$160K 0.53% 43
2013
Q4 		$796K Sell
15,610
-380
-2% -$19K 0.4% 46
2013
Q3 		$805K Buy
15,990
+2,911
+22% +$152K 0.44% 45
2013
Q2 		$642K Buy
+13,079
New +$712K 0.35% 47

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 $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sunflower Bank Wealth Management's LLY Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Eli Lilly (LLY) stake by 12% in Q3 2020, selling an estimated $38.7K and leaving 1,920 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #102.

Sunflower Bank Wealth Management first reported a position in LLY in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.61M in Q1 2015. 1,773 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

  • Sunflower Bank Wealth Management held 1,920 shares of Eli Lilly worth $284K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 250 Eli Lilly shares in Q3 2020, an estimated $38.7K.
  • Eli Lilly made up 0.1% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #102 holding.
  • Sunflower Bank Wealth Management first reported a position in Eli Lilly in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Eli Lilly position peaked at $1.61M in Q1 2015.
  • 1,773 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.