Titus Wealth Management’s Eli Lilly LLY Stock Holding History

Titus 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
2022 Q2	$422K	Buy	1,303 +367	+39%	+$110K	0.21%	80
2022 Q1	$268K	Sell	936 -530	-36%	-$136K	0.12%	132
2021 Q4	$405K	Hold	1,466	–	–	0.18%	88
2021 Q3	$338K	Hold	1,466	–	–	0.18%	96
2021 Q2	$336K	Hold	1,466	–	–	0.18%	95
2021 Q1	$274K	Hold	1,466	–	–	0.16%	106
2020 Q4	$247K	Sell	1,466 -300	-17%	-$44.8K	0.15%	109
2020 Q3	$261K	Buy	1,766 +530	+43%	+$82K	0.19%	94
2020 Q2	$203K	Buy	+1,236	New	+$190K	0.16%	105
2018 Q3	–	Sell	-2,472	Closed	-$211K	–	101
2018 Q2	$211K	Buy	+2,472	New	+$203K	0.23%	81
2018 Q1	–	Sell	-2,472	Closed	-$209K	–	84
2017 Q4	$209K	Buy	+2,472	New	+$210K	0.24%	72

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

Titus Wealth Management's LLY Position: Q2 2022 in Review

Titus Wealth Management increased its Eli Lilly (LLY) stake by 39% in Q2 2022, buying an estimated $110K and bringing the position to 1,303 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #80.

Titus Wealth Management first reported a position in LLY in Q4 2017 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

Titus Wealth Management held 1,303 shares of Eli Lilly worth $422K as of Q2 2022.
Titus Wealth Management bought 367 Eli Lilly shares in Q2 2022, an estimated $110K.
Eli Lilly made up 0.21% of Titus Wealth Management's portfolio in Q2 2022, its #80 holding.
Titus Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.