Aaron Cowen’s Eli Lilly LLY Stock Holding History

Aaron Cowen’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
2023 Q4	–	Sell	-39,100	Closed	-$21M	–	92
2023 Q3	$21M	Buy	+39,100	New	+$20.1M	1.13%	28
2022 Q4	–	Sell	-35,200	Closed	-$11.4M	–	97
2022 Q3	$11.4M	Buy	+35,200	New	+$11.2M	0.47%	47

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 $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aaron Cowen's LLY Position: Q4 2023 in Review

Aaron Cowen sold out of Eli Lilly (LLY) in Q4 2023, closing a stake of 39,100 shares — an estimated $21M sold.

Aaron Cowen first reported a position in LLY in Q3 2022 and held it in 2 quarters. The position peaked at $21M in Q3 2023. 3,276 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Aaron Cowen reported no remaining Eli Lilly position as of Q4 2023 after selling out during the quarter.
Aaron Cowen sold 39,100 Eli Lilly shares in Q4 2023, an estimated $21M.
Aaron Cowen first reported a position in Eli Lilly in Q3 2022 and held it in 2 quarters.
Aaron Cowen's Eli Lilly position peaked at $21M in Q3 2023.
3,276 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Suvretta Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.