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YorkBridge Wealth Partners’s Eli Lilly LLY Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$353K Buy
965
+28
+3% +$9.93K 0.09% 156
2022
Q3 		$303K Buy
937
+5
+0.5% +$1.58K 0.08% 195
2022
Q2 		$302K Hold
932
– – 0.08% 191
2022
Q1 		$267K Buy
+932
New +$240K 0.06% 253
2019
Q3 		– Sell
-639
Closed -$71K – 449
2019
Q2 		$71K Buy
639
+50
+8% +$5.89K 0.03% 334
2019
Q1 		$76K Buy
589
+150
+34% +$18.2K 0.04% 313
2018
Q4 		$51K Hold
439
– – 0.03% 332
2018
Q3 		$47K Sell
439
-599
-58% -$59.9K 0.02% 363
2018
Q2 		$89K Sell
1,038
-140
-12% -$11.5K 0.04% 304
2018
Q1 		$93K Sell
1,178
-1,452
-55% -$117K 0.04% 303
2017
Q4 		$204K Sell
2,630
-428
-14% -$36.4K 0.1% 174
2017
Q3 		$262K Sell
3,058
-141
-4% -$11.6K 0.14% 147
2017
Q2 		$265K Buy
3,199
+24
+0.8% +$1.96K 0.14% 141
2017
Q1 		$259K Sell
3,175
-82
-3% -$6.57K 0.14% 142
2016
Q4 		$225K Buy
+3,257
New +$243K 0.13% 147

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's LLY Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Eli Lilly (LLY) stake by 3% in Q4 2022, buying an estimated $9.93K and bringing the position to 965 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #156.

YorkBridge Wealth Partners first reported a position in LLY in Q4 2016 and has held it in 15 quarters since. 2,671 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

  • YorkBridge Wealth Partners held 965 shares of Eli Lilly worth $353K as of Q4 2022.
  • YorkBridge Wealth Partners bought 28 Eli Lilly shares in Q4 2022, an estimated $9.93K.
  • Eli Lilly made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #156 holding.
  • YorkBridge Wealth Partners first reported a position in Eli Lilly in Q4 2016 and has held it in 15 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.