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WealthTrust-Arizona’s Eli Lilly LLY Stock Holding History

WealthTrust-Arizona’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
Q4 		$26K Buy
222
+1
+0.5% +$112 0.02% 225
2018
Q3 		$24K Buy
+221
New +$22.1K 0.01% 249
2018
Q1 		– Sell
-39
Closed -$3K – 670
2017
Q4 		$3K Hold
39
– – ﹤0.01% 553
2017
Q3 		$3K Hold
39
– – ﹤0.01% 553
2017
Q2 		$3K Buy
+39
New +$3.18K ﹤0.01% 535

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

WealthTrust-Arizona's LLY Position: Q4 2018 in Review

WealthTrust-Arizona increased its Eli Lilly (LLY) stake by 0.45% in Q4 2018, buying an estimated $112 and bringing the position to 222 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #225.

WealthTrust-Arizona first reported a position in LLY in Q2 2017 and has held it in 5 quarters since. 1,560 funds tracked by Wall St. Rank hold LLY as of Q4 2018.

  • WealthTrust-Arizona held 222 shares of Eli Lilly worth $26K as of Q4 2018.
  • WealthTrust-Arizona bought 1 Eli Lilly share in Q4 2018, an estimated $112.
  • Eli Lilly made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #225 holding.
  • WealthTrust-Arizona first reported a position in Eli Lilly in Q2 2017 and has held it in 5 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.