Wealthstreet Investment Advisors’s Eli Lilly LLY Stock Holding History

Wealthstreet 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
2021 Q2	–	Sell	-33,127	Closed	-$6.19M	–	226
2021 Q1	$6.19M	Sell	33,127 -50	-0.2%	-$9.78K	0.6%	41
2020 Q4	$5.6M	Sell	33,177 -105	-0.3%	-$15.7K	0.57%	43
2020 Q3	$4.93M	Sell	33,282 -33	-0.1%	-$5.11K	0.55%	44
2020 Q2	$5.47M	Hold	33,315	–	–	0.67%	40
2020 Q1	$4.62M	Buy	33,315 +415	+1%	+$57K	0.68%	39
2019 Q4	$4.32M	Sell	32,900 -4,700	-13%	-$545K	0.5%	53
2019 Q3	$4.2M	Sell	37,600 -100	-0.3%	-$11.1K	0.54%	52
2019 Q2	$4.18M	Sell	37,700 -50	-0.1%	-$5.89K	0.54%	54
2019 Q1	$4.9M	Hold	37,750	–	–	0.65%	39
2018 Q4	$4.34M	Hold	37,750	–	–	0.61%	46
2018 Q3	$4.05M	Sell	37,750 -100	-0.3%	-$10K	0.5%	54
2018 Q2	$3.23M	Hold	37,850	–	–	0.43%	62
2018 Q1	$2.93M	Buy	37,850 +1,000	+3%	+$80.5K	0.37%	67
2017 Q4	$3.11M	Buy	+36,850	New	+$3.14M	0.38%	68

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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

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