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Adero Partners’s Eli Lilly LLY Stock Holding History

Adero 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
2025
Q1 		$1.05M Buy
1,270
+131
+12% +$109K 0.07% 88
2024
Q4 		$879K Buy
1,139
+59
+5% +$48.9K 0.06% 92
2024
Q3 		$957K Buy
1,080
+43
+4% +$38.7K 0.06% 85
2024
Q2 		$939K Buy
1,037
+38
+4% +$30.4K 0.07% 78
2024
Q1 		$777K Buy
999
+165
+20% +$117K 0.06% 89
2023
Q4 		$486K Buy
834
+24
+3% +$14K 0.04% 112
2023
Q3 		$435K Buy
810
+145
+22% +$74.7K 0.04% 115
2023
Q2 		$312K Buy
665
+28
+4% +$11.7K 0.03% 129
2023
Q1 		$219K Sell
637
-696
-52% -$235K 0.02% 144
2022
Q4 		$488K Buy
1,333
+206
+18% +$73K 0.06% 97
2022
Q3 		$392K Buy
1,127
+103
+10% +$32.6K 0.05% 103
2022
Q2 		$330K Buy
1,024
+17
+2% +$5.1K 0.05% 109
2022
Q1 		$288K Buy
+1,007
New +$259K 0.04% 129

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Adero Partners's LLY Position: Q1 2025 in Review

Adero Partners increased its Eli Lilly (LLY) stake by 12% in Q1 2025, buying an estimated $109K and bringing the position to 1,270 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #88.

Adero Partners first reported a position in LLY in Q1 2022 and has held it in 13 quarters since. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Adero Partners held 1,270 shares of Eli Lilly worth $1.05M as of Q1 2025.
  • Adero Partners bought 131 Eli Lilly shares in Q1 2025, an estimated $109K.
  • Eli Lilly made up 0.07% of Adero Partners's portfolio in Q1 2025, its #88 holding.
  • Adero Partners first reported a position in Eli Lilly in Q1 2022 and has held it in 13 quarters since.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.