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Wealthspire Advisors (Maryland)’s Eli Lilly LLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.27M Buy
8,605
+742
+9% +$115K 0.04% 166
2020
Q2 		$1.29M Sell
7,863
-93
-1% -$14.3K 0.09% 131
2020
Q1 		$1.1M Buy
7,956
+49
+0.6% +$6.73K 0.1% 124
2019
Q4 		$1.04M Sell
7,907
-173
-2% -$20.1K 0.07% 163
2019
Q3 		$904K Buy
8,080
+27
+0.3% +$3.01K 0.07% 161
2019
Q2 		$892K Buy
8,053
+1,362
+20% +$160K 0.07% 148
2019
Q1 		$868K Buy
6,691
+1,148
+21% +$140K 0.07% 152
2018
Q4 		$641K Buy
5,543
+87
+2% +$9.72K 0.06% 180
2018
Q3 		$585K Buy
5,456
+28
+0.5% +$2.8K 0.05% 212
2018
Q2 		$463K Sell
5,428
-283
-5% -$23.2K 0.04% 251
2018
Q1 		$442K Sell
5,711
-3,803
-40% -$306K 0.04% 271
2017
Q4 		$804K Buy
9,514
+870
+10% +$74K 0.08% 161
2017
Q3 		$739K Sell
8,644
-576
-6% -$47.2K 0.08% 167
2017
Q2 		$759K Buy
9,220
+3,097
+51% +$253K 0.09% 149
2017
Q1 		$515K Sell
6,123
-458
-7% -$36.7K 0.07% 177
2016
Q4 		$484K Buy
6,581
+306
+5% +$22.8K 0.07% 182
2016
Q3 		$504K Sell
6,275
-163
-3% -$13K 0.08% 173
2016
Q2 		$507K Sell
6,438
-406
-6% -$30.6K 0.08% 161
2016
Q1 		$493K Buy
6,844
+129
+2% +$9.76K 0.09% 158
2015
Q4 		$566K Buy
+6,715
New +$557K 0.11% 137

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

Wealthspire Advisors (Maryland)'s LLY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Eli Lilly (LLY) stake by 9.4% in Q3 2020, buying an estimated $115K and bringing the position to 8,605 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #166.

Wealthspire Advisors (Maryland) first reported a position in LLY in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.29M in Q2 2020. 1,774 funds tracked by Wall St. Rank hold LLY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,605 shares of Eli Lilly worth $1.27M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 742 Eli Lilly shares in Q3 2020, an estimated $115K.
  • Eli Lilly made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #166 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Eli Lilly in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Eli Lilly position peaked at $1.29M in Q2 2020.
  • 1,774 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.