Advisory Research’s Eli Lilly LLY Stock Holding History

Advisory Research’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	-1,771	Closed	-$951K	–	410
2023 Q3	$951K	Sell	1,771 -230	-11%	-$119K	0.13%	196
2023 Q2	$938K	Buy	+2,001	New	+$839K	0.12%	212
2014 Q2	–	Sell	-1,156	Closed	-$68K	–	518
2014 Q1	$68K	Buy	+1,156	New	+$64.5K	﹤0.01%	620

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Advisory Research's LLY Position: Q4 2023 in Review

Advisory Research sold out of Eli Lilly (LLY) in Q4 2023, closing a stake of 1,771 shares — an estimated $951K sold.

Advisory Research first reported a position in LLY in Q1 2014 and held it in 3 quarters. The position peaked at $951K in Q3 2023. 3,272 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Advisory Research reported no remaining Eli Lilly position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,771 Eli Lilly shares in Q4 2023, an estimated $951K.
Advisory Research first reported a position in Eli Lilly in Q1 2014 and held it in 3 quarters.
Advisory Research's Eli Lilly position peaked at $951K in Q3 2023.
3,272 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.