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UBP Investment Advisors’s Eli Lilly LLY Stock Holding History

UBP Investment Advisors’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 		– Sell
-9,632
Closed -$270K – 119
2022
Q1 		$270K Buy
9,632
+7,632
+382% +$1.96M 0.1% 90
2021
Q4 		$550K Hold
2,000
– – 0.2% 71
2021
Q3 		$460K Hold
2,000
– – 0.18% 75
2021
Q2 		$460K Hold
2,000
– – 0.17% 91
2021
Q1 		$370K Hold
2,000
– – 0.15% 91
2020
Q4 		$338K Hold
2,000
– – 0.17% 56
2020
Q3 		$296K Hold
2,000
– – 0.23% 48
2020
Q2 		$328K Hold
2,000
– – 0.26% 42
2020
Q1 		$277K Buy
+2,000
New +$275K 0.25% 44

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBP Investment Advisors's LLY Position: Q2 2022 in Review

UBP Investment Advisors sold out of Eli Lilly (LLY) in Q2 2022, closing a stake of 9,632 shares — an estimated $270K sold.

UBP Investment Advisors first reported a position in LLY in Q1 2020 and held it in 9 quarters. The position peaked at $550K in Q4 2021. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • UBP Investment Advisors reported no remaining Eli Lilly position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 9,632 Eli Lilly shares in Q2 2022, an estimated $270K.
  • UBP Investment Advisors first reported a position in Eli Lilly in Q1 2020 and held it in 9 quarters.
  • UBP Investment Advisors's Eli Lilly position peaked at $550K in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.