Ownership history in SYM FINANCIAL Corp Β· 33 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in LILLY ELI & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SYM FINANCIAL Corp outperformed the S&P 500 by +24.6% annually on this LLY position. Timing score: 47% (14/30 decisions correct). Average cost basis: $403.71. Maximum drawdown during holding period: β15.0%.
π₯ Exceptional β beat the S&P 500 by 24.6% per year on this position.
31 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 30 add/trim decisions correct
Best entry: $96.98 (2018 Q3) Β· Worst: $1072.89 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 15 trims. Bought during 5 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.72% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size