AJOVista’s Eli Lilly LLY Stock Holding History

AJOVista’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 Q3	–	Sell	-598	Closed	-$541K	–	149
2024 Q2	$541K	Buy	598 +89	+17%	+$71.2K	1.56%	13
2024 Q1	$396K	Hold	509	–	–	1.07%	14
2023 Q4	$297K	Buy	+509	New	+$297K	0.37%	34

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

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

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

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

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

AJOVista's LLY Position: Q3 2024 in Review

AJOVista sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 598 shares — an estimated $541K sold.

AJOVista first reported a position in LLY in Q4 2023 and held it in 3 quarters. The position peaked at $541K in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

AJOVista reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
AJOVista sold 598 Eli Lilly shares in Q3 2024, an estimated $541K.
AJOVista first reported a position in Eli Lilly in Q4 2023 and held it in 3 quarters.
AJOVista's Eli Lilly position peaked at $541K in Q2 2024.
3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.