Atlas Private Wealth Management’s Eli Lilly LLY Stock Holding History

Atlas Private 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
2024 Q1	$358K	Sell	460 -14	-3%	-$9.96K	0.15%	99
2023 Q4	$276K	Hold	474	–	–	0.13%	106
2023 Q3	$255K	Hold	474	–	–	0.14%	107
2023 Q2	$222K	Buy	+474	New	+$199K	0.12%	113
2021 Q2	–	Sell	-155	Closed	-$29K	–	254
2021 Q1	$29K	Hold	155	–	–	0.02%	233
2020 Q4	$26K	Hold	155	–	–	0.02%	244
2020 Q3	$23K	Hold	155	–	–	0.02%	240
2020 Q2	$25K	Hold	155	–	–	0.02%	248
2020 Q1	$22K	Hold	155	–	–	0.02%	242
2019 Q4	$20K	Buy	+155	New	+$18K	0.02%	289

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

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

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

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

Atlas Private Wealth Management's LLY Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Eli Lilly (LLY) stake by 3% in Q1 2024, selling an estimated $9.96K and leaving 460 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #99.

Atlas Private Wealth Management first reported a position in LLY in Q4 2019 and has held it in 10 quarters since. 3,461 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

Atlas Private Wealth Management held 460 shares of Eli Lilly worth $358K as of Q1 2024.
Atlas Private Wealth Management sold 14 Eli Lilly shares in Q1 2024, an estimated $9.96K.
Eli Lilly made up 0.15% of Atlas Private Wealth Management's portfolio in Q1 2024, its #99 holding.
Atlas Private Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 10 quarters since.
3,461 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.