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Aspen Wealth Strategies’s Eli Lilly LLY Stock Holding History

Aspen Wealth Strategies’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
Q4 		– Sell
-731
Closed -$647K – 86
2024
Q3 		$647K Buy
+731
New +$657K 0.42% 32

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 $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aspen Wealth Strategies's LLY Position: Q4 2024 in Review

Aspen Wealth Strategies sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 731 shares — an estimated $647K sold.

Aspen Wealth Strategies first reported a position in LLY in Q3 2024 and held it in 1 quarter. The position peaked at $647K in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Aspen Wealth Strategies reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Aspen Wealth Strategies sold 731 Eli Lilly shares in Q4 2024, an estimated $647K.
  • Aspen Wealth Strategies first reported a position in Eli Lilly in Q3 2024 and held it in 1 quarter.
  • Aspen Wealth Strategies's Eli Lilly position peaked at $647K in Q3 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Aspen Wealth Strategies's 13F filing for Q4 2024, filed 10 Feb 2025.