AlphaQ Advisors’s Eli Lilly LLY Stock Holding History

AlphaQ Advisors’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 Q2	–	Sell	-261	Closed	-$203K	–	112
2024 Q1	$203K	Buy	+261	New	+$186K	0.12%	151
2023 Q4	–	Sell	-543	Closed	-$292K	–	175
2023 Q3	$292K	Buy	+543	New	+$280K	0.25%	115

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 $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

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

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

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

AlphaQ Advisors's LLY Position: Q2 2024 in Review

AlphaQ Advisors sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 261 shares — an estimated $203K sold.

AlphaQ Advisors first reported a position in LLY in Q3 2023 and held it in 2 quarters. The position peaked at $292K in Q3 2023. 3,565 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

AlphaQ Advisors reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 261 Eli Lilly shares in Q2 2024, an estimated $203K.
AlphaQ Advisors first reported a position in Eli Lilly in Q3 2023 and held it in 2 quarters.
AlphaQ Advisors's Eli Lilly position peaked at $292K in Q3 2023.
3,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.