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American Planning Services’s Eli Lilly LLY Stock Holding History

American Planning Services’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 		$2.36M Buy
2,660
+68
+3% +$61.1K 1.86% 15
2024
Q2 		$2.35M Buy
+2,592
New +$2.07M 1.65% 16

Other funds holding LLY

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

American Planning Services's LLY Position: Q3 2024 in Review

American Planning Services increased its Eli Lilly (LLY) stake by 2.6% in Q3 2024, buying an estimated $61.1K and bringing the position to 2,660 shares worth $2.36M. The position accounts for 1.86% of the portfolio, ranked #15.

American Planning Services first reported a position in LLY in Q2 2024 and has held it in 2 quarters since. 3,663 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • American Planning Services held 2,660 shares of Eli Lilly worth $2.36M as of Q3 2024.
  • American Planning Services bought 68 Eli Lilly shares in Q3 2024, an estimated $61.1K.
  • Eli Lilly made up 1.86% of American Planning Services's portfolio in Q3 2024, its #15 holding.
  • American Planning Services first reported a position in Eli Lilly in Q2 2024 and has held it in 2 quarters since.
  • 3,663 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.