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Angeles Investment Advisors’s Eli Lilly LLY Stock Holding History

Angeles Investment 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
2025
Q1 		– Sell
-996
Closed -$769K – 121
2024
Q4 		$769K Sell
996
-81
-8% -$67.1K 0.04% 55
2024
Q3 		$954K Sell
1,077
-8
-0.7% -$7.19K 0.05% 50
2024
Q2 		$982K Buy
1,085
+413
+61% +$330K 0.05% 49
2024
Q1 		$523K Buy
672
+211
+46% +$150K 0.03% 110
2023
Q4 		$269K Buy
461
+53
+13% +$30.9K 0.02% 162
2023
Q3 		$219K Sell
408
-1,138
-74% -$586K 0.02% 166
2023
Q2 		$725K Buy
1,546
+856
+124% +$359K 0.06% 41
2023
Q1 		$237K Sell
690
-540
-44% -$182K 0.02% 132
2022
Q4 		$450K Buy
+1,230
New +$436K 0.04% 40

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Angeles Investment Advisors's LLY Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 996 shares — an estimated $769K sold.

Angeles Investment Advisors first reported a position in LLY in Q4 2022 and held it in 9 quarters. The position peaked at $982K in Q2 2024. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 996 Eli Lilly shares in Q1 2025, an estimated $769K.
  • Angeles Investment Advisors first reported a position in Eli Lilly in Q4 2022 and held it in 9 quarters.
  • Angeles Investment Advisors's Eli Lilly position peaked at $982K in Q2 2024.
  • 3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.