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WealthStone’s Eli Lilly LLY Stock Holding History

WealthStone’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
2021
Q1 		$617K Buy
3,307
+517
+19% +$101K 0.22% 72
2020
Q4 		$471K Sell
2,790
-163
-6% -$24.3K 0.17% 86
2020
Q3 		$437K Buy
+2,953
New +$457K 0.2% 71
2019
Q3 		– Sell
-90
Closed -$9.97K – 354
2019
Q2 		$9.97K Buy
+90
New +$10.6K ﹤0.01% 258

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WealthStone's LLY Position: Q1 2021 in Review

WealthStone increased its Eli Lilly (LLY) stake by 19% in Q1 2021, buying an estimated $101K and bringing the position to 3,307 shares worth $617K. The position accounts for 0.22% of the portfolio, ranked #72.

WealthStone first reported a position in LLY in Q2 2019 and has held it in 4 quarters since. 1,948 funds tracked by Wall St. Rank hold LLY as of Q1 2021.

  • WealthStone held 3,307 shares of Eli Lilly worth $617K as of Q1 2021.
  • WealthStone bought 517 Eli Lilly shares in Q1 2021, an estimated $101K.
  • Eli Lilly made up 0.22% of WealthStone's portfolio in Q1 2021, its #72 holding.
  • WealthStone first reported a position in Eli Lilly in Q2 2019 and has held it in 4 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.