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Wealthfront’s Eli Lilly LLY Stock Holding History

Wealthfront’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
2018
Q3 		$3.97M Buy
37,008
+3,841
+12% +$384K 0.04% 76
2018
Q2 		$2.83M Buy
33,167
+11,096
+50% +$911K 0.03% 90
2018
Q1 		$1.71M Sell
22,071
-7,175
-25% -$578K 0.02% 155
2017
Q4 		$2.47M Buy
29,246
+5,370
+22% +$457K 0.03% 96
2017
Q3 		$2.04M Sell
23,876
-2,192
-8% -$180K 0.03% 107
2017
Q2 		$2.15M Buy
26,068
+1,571
+6% +$128K 0.03% 91
2017
Q1 		$2.06M Buy
24,497
+12,788
+109% +$1.02M 0.04% 83
2016
Q4 		$861K Sell
11,709
-6,021
-34% -$448K 0.02% 128
2016
Q3 		$1.42M Buy
17,730
+4,418
+33% +$354K 0.03% 81
2016
Q2 		$1.05M Buy
13,312
+3,464
+35% +$261K 0.03% 93
2016
Q1 		$709K Sell
9,848
-7,301
-43% -$552K 0.02% 108
2015
Q4 		$1.45M Sell
17,149
-5,390
-24% -$447K 0.05% 69
2015
Q3 		$1.89M Buy
22,539
+7,549
+50% +$637K 0.08% 52
2015
Q2 		$1.25M Buy
14,990
+4,589
+44% +$350K 0.05% 47
2015
Q1 		$756K Buy
10,401
+1,085
+12% +$77.2K 0.04% 54
2014
Q4 		$643K Buy
9,316
+2,229
+31% +$150K 0.04% 57
2014
Q3 		$460K Buy
7,087
+1,435
+25% +$90.9K 0.03% 58
2014
Q2 		$356K Buy
5,652
+2,199
+64% +$131K 0.03% 55
2014
Q1 		$203K Buy
+3,453
New +$193K 0.03% 54

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront's LLY Position: Q3 2018 in Review

Wealthfront increased its Eli Lilly (LLY) stake by 12% in Q3 2018, buying an estimated $384K and bringing the position to 37,008 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #76.

Wealthfront first reported a position in LLY in Q1 2014 and has held it in 19 quarters since. 1,432 funds tracked by Wall St. Rank hold LLY as of Q3 2018.

  • Wealthfront held 37,008 shares of Eli Lilly worth $3.97M as of Q3 2018.
  • Wealthfront bought 3,841 Eli Lilly shares in Q3 2018, an estimated $384K.
  • Eli Lilly made up 0.04% of Wealthfront's portfolio in Q3 2018, its #76 holding.
  • Wealthfront first reported a position in Eli Lilly in Q1 2014 and has held it in 19 quarters since.
  • 1,432 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.