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Wealth Enhancement & Preservation of GA’s Eli Lilly LLY Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q2 		$997K Buy
2,126
+64
+3% +$26.8K 0.96% 15
2023
Q1 		$708K Buy
2,062
+186
+10% +$62.7K 0.85% 22
2022
Q4 		$686K Buy
1,876
+359
+24% +$127K 1.12% 18
2022
Q3 		$490K Sell
1,517
-2,183
-59% -$692K 0.79% 25
2022
Q2 		$1.21M Sell
3,700
-1,766
-32% -$530K 1.28% 20
2022
Q1 		$1.56M Sell
5,466
-23
-0.4% -$5.92K 1.21% 19
2021
Q4 		$1.52M Buy
5,489
+111
+2% +$28.1K 1.02% 19
2021
Q3 		$1.24M Sell
5,378
-495
-8% -$122K 0.96% 23
2021
Q2 		$1.35M Buy
5,873
+222
+4% +$44.6K 0.99% 23
2021
Q1 		$1.03M Buy
5,651
+37
+0.7% +$7.24K 0.79% 33
2020
Q4 		$948K Buy
+5,614
New +$838K 0.82% 38

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's LLY Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Eli Lilly (LLY) stake by 3.1% in Q2 2023, buying an estimated $26.8K and bringing the position to 2,126 shares worth $997K. The position accounts for 0.96% of the portfolio, ranked #15.

Wealth Enhancement & Preservation of GA first reported a position in LLY in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2022. 2,815 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 2,126 shares of Eli Lilly worth $997K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 64 Eli Lilly shares in Q2 2023, an estimated $26.8K.
  • Eli Lilly made up 0.96% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #15 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Eli Lilly in Q4 2020 and has held it in 11 quarters since.
  • Wealth Enhancement & Preservation of GA's Eli Lilly position peaked at $1.56M in Q1 2022.
  • 2,815 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.