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WP Advisors’s Eli Lilly LLY Stock Holding History

WP 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
2019
Q2 		– Sell
-296
Closed -$384 – 124
2019
Q1 		$384 Buy
+296
New +$36K 0.04% 134
2018
Q4 		– Sell
-293
Closed -$31K – 164
2018
Q3 		$31K Buy
293
+1
+0.3% +$100 0.03% 154
2018
Q2 		$25K Buy
+292
New +$24K 0.02% 175

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 $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WP Advisors's LLY Position: Q2 2019 in Review

WP Advisors sold out of Eli Lilly (LLY) in Q2 2019, closing a stake of 296 shares — an estimated $384 sold.

WP Advisors first reported a position in LLY in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

  • WP Advisors reported no remaining Eli Lilly position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 296 Eli Lilly shares in Q2 2019, an estimated $384.
  • WP Advisors first reported a position in Eli Lilly in Q2 2018 and held it in 3 quarters.
  • WP Advisors's Eli Lilly position peaked at $31K in Q3 2018.
  • 1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.