Align Wealth Management’s Eli Lilly LLY Stock Holding History

Align 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
2022 Q4	$49.8K	Buy	+154	New	+$54.6K	0.04%	63

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Align Wealth Management's LLY Position: Q4 2022 in Review

Align Wealth Management opened a new position in Eli Lilly (LLY) in Q4 2022: 154 shares worth $49.8K. The stake represents 0.04% of the portfolio and ranks #63 among its holdings.

2,671 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

Align Wealth Management held 154 shares of Eli Lilly worth $49.8K as of Q4 2022.
Eli Lilly was a new Align Wealth Management position in Q4 2022.
Eli Lilly made up 0.04% of Align Wealth Management's portfolio in Q4 2022, its #63 holding.
2,671 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.