Taylor Wealth Management Partners’s Eli Lilly LLY Stock Holding History

Taylor Wealth Management Partners’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	–	Sell	-100	Closed	-$12K	–	86
2018 Q4	$12K	Hold	100	–	–	0.01%	81
2018 Q3	$11K	Buy	+100	New	+$10K	﹤0.01%	100
2018 Q1	–	Sell	-1,550	Closed	-$131K	–	146
2017 Q4	$131K	Hold	1,550	–	–	0.06%	70
2017 Q3	$133K	Hold	1,550	–	–	0.06%	74
2017 Q2	$128K	Hold	1,550	–	–	0.06%	71
2017 Q1	$130K	Hold	1,550	–	–	0.06%	73
2016 Q4	$114K	Hold	1,550	–	–	0.05%	71
2016 Q3	$124K	Sell	1,550 -50	-3%	-$4K	0.06%	63
2016 Q2	$126K	Hold	1,600	–	–	0.05%	59
2016 Q1	$115K	Buy	1,600 +1,300	+433%	+$98.4K	0.05%	54
2015 Q4	$25K	Hold	300	–	–	0.01%	93
2015 Q3	$25K	Hold	300	–	–	0.01%	92
2015 Q2	$25K	Buy	+300	New	+$22.9K	0.01%	117

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Taylor Wealth Management Partners's LLY Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Eli Lilly (LLY) in Q1 2019, closing a stake of 100 shares — an estimated $12K sold.

Taylor Wealth Management Partners first reported a position in LLY in Q2 2015 and held it in 13 quarters. The position peaked at $133K in Q3 2017. 1,604 funds tracked by Wall St. Rank hold LLY as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Eli Lilly position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 100 Eli Lilly shares in Q1 2019, an estimated $12K.
Taylor Wealth Management Partners first reported a position in Eli Lilly in Q2 2015 and held it in 13 quarters.
Taylor Wealth Management Partners's Eli Lilly position peaked at $133K in Q3 2017.
1,604 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.