AAF Wealth Management’s Eli Lilly LLY Stock Holding History

AAF Wealth Management’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
2024 Q2	–	Sell	-347	Closed	-$270K	–	47
2024 Q1	$270K	Hold	347	–	–	0.15%	36
2023 Q4	$202K	Buy	+347	New	+$203K	0.12%	48

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAF Wealth Management's LLY Position: Q2 2024 in Review

AAF Wealth Management sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 347 shares — an estimated $270K sold.

AAF Wealth Management first reported a position in LLY in Q4 2023 and held it in 2 quarters. The position peaked at $270K in Q1 2024. 3,565 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

AAF Wealth Management reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
AAF Wealth Management sold 347 Eli Lilly shares in Q2 2024, an estimated $270K.
AAF Wealth Management first reported a position in Eli Lilly in Q4 2023 and held it in 2 quarters.
AAF Wealth Management's Eli Lilly position peaked at $270K in Q1 2024.
3,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on AAF Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.