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SVA Wealth Management’s Eli Lilly LLY Stock Holding History

SVA 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
Q4 		$742K Buy
4,396
+74
+2% +$11K 0.06% 135
2020
Q3 		$640K Sell
4,322
-280
-6% -$43.3K 0.06% 136
2020
Q2 		$756K Buy
4,602
+780
+20% +$120K 0.08% 126
2020
Q1 		$530K Hold
3,822
– – 0.06% 143
2019
Q4 		$502K Sell
3,822
-21
-0.5% -$2.43K 0.05% 149
2019
Q3 		$430K Sell
3,843
-148
-4% -$16.5K 0.04% 157
2019
Q2 		$442K Buy
3,991
+277
+7% +$32.6K 0.04% 159
2019
Q1 		$482K Buy
3,714
+280
+8% +$34K 0.05% 155
2018
Q4 		$397K Sell
3,434
-222
-6% -$24.8K 0.04% 160
2018
Q3 		$392K Buy
3,656
+532
+17% +$53.2K 0.04% 166
2018
Q2 		$267K Sell
3,124
-821
-21% -$67.4K 0.03% 189
2018
Q1 		$337K Buy
3,945
+515
+15% +$41.5K 0.04% 168
2017
Q4 		$290K Sell
3,430
-515
-13% -$43.8K 0.03% 182
2017
Q3 		$337K Buy
3,945
+127
+3% +$10.4K 0.04% 168
2017
Q2 		$314K Buy
3,818
+140
+4% +$11.4K 0.04% 163
2017
Q1 		$309K Sell
3,678
-307
-8% -$24.6K 0.04% 161
2016
Q4 		$293K Hold
3,985
– – 0.04% 168
2016
Q3 		$320K Sell
3,985
-89
-2% -$7.12K 0.05% 161
2016
Q2 		$321K Sell
4,074
-715
-15% -$53.8K 0.05% 164
2016
Q1 		$345K Sell
4,789
-756
-14% -$57.2K 0.06% 162
2015
Q4 		$467K Buy
5,545
+40
+0.7% +$3.32K 0.08% 156
2015
Q3 		$461K Sell
5,505
-785
-12% -$66.3K 0.09% 151
2015
Q2 		$525K Hold
6,290
– – 0.1% 149
2015
Q1 		$457K Sell
6,290
-307
-5% -$21.9K 0.08% 161
2014
Q4 		$455K Buy
6,597
+832
+14% +$56.2K 0.17% 122
2014
Q3 		$374K Sell
5,765
-50
-0.9% -$3.17K 0.16% 118
2014
Q2 		$362K Hold
5,815
– – 0.15% 117
2014
Q1 		$342K Buy
5,815
+424
+8% +$23.7K 0.16% 114
2013
Q4 		$275K Buy
+5,391
New +$270K 0.16% 120

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SVA Wealth Management's LLY Position: Q4 2020 in Review

SVA Wealth Management increased its Eli Lilly (LLY) stake by 1.7% in Q4 2020, buying an estimated $11K and bringing the position to 4,396 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #135.

SVA Wealth Management first reported a position in LLY in Q4 2013 and has held it in 29 quarters since. The position peaked at $756K in Q2 2020. 1,886 funds tracked by Wall St. Rank hold LLY as of Q4 2020.

  • SVA Wealth Management held 4,396 shares of Eli Lilly worth $742K as of Q4 2020.
  • SVA Wealth Management bought 74 Eli Lilly shares in Q4 2020, an estimated $11K.
  • Eli Lilly made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #135 holding.
  • SVA Wealth Management first reported a position in Eli Lilly in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Eli Lilly position peaked at $756K in Q2 2020.
  • 1,886 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.