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Winslow Evans & Crocker’s Eli Lilly LLY Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$2.1M Buy
12,448
+3,382
+37% +$505K 0.4% 54
2020
Q3 		$1.34M Sell
9,066
-100
-1% -$15.5K 0.33% 61
2020
Q2 		$1.5M Sell
9,166
-26
-0.3% -$3.99K 0.4% 55
2020
Q1 		$1.28M Buy
9,192
+124
+1% +$17K 0.42% 57
2019
Q4 		$1.19M Sell
9,068
-250
-3% -$29K 0.3% 79
2019
Q3 		$1.04M Buy
9,318
+996
+12% +$111K 0.29% 83
2019
Q2 		$924K Sell
8,322
-10
-0.1% -$1.18K 0.26% 89
2019
Q1 		$1.08M Sell
8,332
-1,750
-17% -$213K 0.31% 76
2018
Q4 		$1.17M Buy
10,082
+1,786
+22% +$200K 0.39% 60
2018
Q3 		$892K Hold
8,296
– – 0.27% 89
2018
Q2 		$710K Hold
8,296
– – 0.22% 112
2018
Q1 		$642K Sell
8,296
-50
-0.6% -$4.03K 0.21% 111
2017
Q4 		$705K Buy
8,346
+24
+0.3% +$2.04K 0.23% 102
2017
Q3 		$712K Sell
8,322
-39
-0.5% -$3.2K 0.24% 102
2017
Q2 		$688K Buy
8,361
+195
+2% +$15.9K 0.19% 122
2017
Q1 		$687K Hold
8,166
– – 0.22% 104
2016
Q4 		$601K Buy
8,166
+324
+4% +$24.1K 0.18% 123
2016
Q3 		$629K Hold
7,842
– – 0.18% 124
2016
Q2 		$617K Buy
7,842
+1
+0% +$75 0.18% 122
2016
Q1 		$565K Sell
7,841
-1
-0% -$76 0.17% 128
2015
Q4 		$661K Sell
7,842
-7,350
-48% -$610K 0.19% 121
2015
Q3 		$1.27M Sell
15,192
-3,908
-20% -$330K 0.4% 56
2015
Q2 		$1.59M Sell
19,100
-130
-0.7% -$9.91K 0.45% 48
2015
Q1 		$1.4M Hold
19,230
– – 0.4% 53
2014
Q4 		$1.33M Hold
19,230
– – 0.38% 63
2014
Q3 		$1.25M Buy
19,230
+455
+2% +$28.8K 0.36% 64
2014
Q2 		$1.17M Buy
18,775
+6,046
+47% +$361K 0.39% 65
2014
Q1 		$749K Sell
12,729
-143
-1% -$7.98K 0.26% 95
2013
Q4 		$656K Buy
+12,872
New +$645K 0.22% 109

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Winslow Evans & Crocker's LLY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Eli Lilly (LLY) stake by 37% in Q4 2020, buying an estimated $505K and bringing the position to 12,448 shares worth $2.1M. The position accounts for 0.4% of the portfolio, ranked #54.

Winslow Evans & Crocker first reported a position in LLY in Q4 2013 and has held it in 29 quarters since. 1,886 funds tracked by Wall St. Rank hold LLY as of Q4 2020.

  • Winslow Evans & Crocker held 12,448 shares of Eli Lilly worth $2.1M as of Q4 2020.
  • Winslow Evans & Crocker bought 3,382 Eli Lilly shares in Q4 2020, an estimated $505K.
  • Eli Lilly made up 0.4% of Winslow Evans & Crocker's portfolio in Q4 2020, its #54 holding.
  • Winslow Evans & Crocker first reported a position in Eli Lilly in Q4 2013 and has held it in 29 quarters since.
  • 1,886 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.