Whitegate Investment Counselors’s Eli Lilly LLY Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-2,567	Closed	-$593K	–	143
2021 Q3	$593K	Buy	2,567 +700	+37%	+$173K	0.08%	147
2021 Q2	$429K	Hold	1,867	–	–	0.06%	171
2021 Q1	$349K	Hold	1,867	–	–	0.05%	174
2020 Q4	$315K	Hold	1,867	–	–	0.05%	172
2020 Q3	$276K	Sell	1,867 -49	-3%	-$7.58K	0.05%	173
2020 Q2	$315K	Buy	1,916 +49	+3%	+$7.52K	0.06%	161
2020 Q1	$259K	Hold	1,867	–	–	0.06%	156
2019 Q4	$245K	Hold	1,867	–	–	0.04%	182
2019 Q3	$209K	Hold	1,867	–	–	0.04%	187
2019 Q2	$207K	Hold	1,867	–	–	0.04%	186
2019 Q1	$242K	Hold	1,867	–	–	0.05%	173
2018 Q4	$216K	Buy	+1,867	New	+$209K	0.05%	178

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Whitegate Investment Counselors's LLY Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Eli Lilly (LLY) in Q4 2021, closing a stake of 2,567 shares — an estimated $593K sold.

Whitegate Investment Counselors first reported a position in LLY in Q4 2018 and held it in 12 quarters. The position peaked at $593K in Q3 2021. 2,303 funds tracked by Wall St. Rank hold LLY as of Q4 2021.

Whitegate Investment Counselors reported no remaining Eli Lilly position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 2,567 Eli Lilly shares in Q4 2021, an estimated $593K.
Whitegate Investment Counselors first reported a position in Eli Lilly in Q4 2018 and held it in 12 quarters.
Whitegate Investment Counselors's Eli Lilly position peaked at $593K in Q3 2021.
2,303 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.