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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 $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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wealthstreet Investment Advisors's LLY Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Eli Lilly (LLY) in Q2 2021, closing a stake of 33,127 shares — an estimated $6.19M sold.

Wealthstreet Investment Advisors first reported a position in LLY in Q4 2017 and held it in 14 quarters. The position peaked at $6.19M in Q1 2021. 2,022 funds tracked by Wall St. Rank hold LLY as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Eli Lilly position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 33,127 Eli Lilly shares in Q2 2021, an estimated $6.19M.
  • Wealthstreet Investment Advisors first reported a position in Eli Lilly in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Eli Lilly position peaked at $6.19M in Q1 2021.
  • 2,022 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.