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Torch Wealth Management’s Eli Lilly LLY Stock Holding History

Torch 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
2019
Q4 		$1.75M Buy
13,333
+40
+0.3% +$4.64K 0.97% 37
2019
Q3 		$1.49M Sell
13,293
-120
-0.9% -$13.4K 0.88% 42
2019
Q2 		$1.49M Buy
13,413
+100
+0.8% +$11.8K 0.89% 43
2019
Q1 		$1.73M Buy
13,313
+113
+0.9% +$13.7K 1.07% 39
2018
Q4 		$1.53M Buy
13,200
+950
+8% +$106K 1.09% 38
2018
Q3 		$1.31M Hold
12,250
– – 0.79% 51
2018
Q2 		$1.04M Buy
12,250
+350
+3% +$28.7K 0.66% 57
2018
Q1 		$921K Buy
11,900
+450
+4% +$36.2K 0.6% 59
2017
Q4 		$967K Buy
11,450
+175
+2% +$14.9K 0.59% 60
2017
Q3 		$964K Sell
11,275
-50
-0.4% -$4.1K 0.63% 56
2017
Q2 		$932K Sell
11,325
-120
-1% -$9.79K 0.64% 53
2017
Q1 		$963K Buy
11,445
+525
+5% +$42K 0.64% 53
2016
Q4 		$803K Sell
10,920
-5,620
-34% -$419K 0.57% 53
2016
Q3 		$1.33M Hold
16,540
– – 0.97% 41
2016
Q2 		$1.3M Buy
16,540
+175
+1% +$13.2K 0.95% 39
2016
Q1 		$1.18M Buy
+16,365
New +$1.24M 0.89% 44
2014
Q3 		– Sell
-400
Closed -$25K – 179
2014
Q2 		$25K Hold
400
– – 0.02% 199
2014
Q1 		$24K Hold
400
– – 0.02% 205
2013
Q4 		$20K Buy
+400
New +$20K 0.02% 187

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Torch Wealth Management's LLY Position: Q4 2019 in Review

Torch Wealth Management increased its Eli Lilly (LLY) stake by 0.3% in Q4 2019, buying an estimated $4.64K and bringing the position to 13,333 shares worth $1.75M. The position accounts for 0.97% of the portfolio, ranked #37.

Torch Wealth Management first reported a position in LLY in Q4 2013 and has held it in 19 quarters since. 1,673 funds tracked by Wall St. Rank hold LLY as of Q4 2019.

  • Torch Wealth Management held 13,333 shares of Eli Lilly worth $1.75M as of Q4 2019.
  • Torch Wealth Management bought 40 Eli Lilly shares in Q4 2019, an estimated $4.64K.
  • Eli Lilly made up 0.97% of Torch Wealth Management's portfolio in Q4 2019, its #37 holding.
  • Torch Wealth Management first reported a position in Eli Lilly in Q4 2013 and has held it in 19 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.