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Autus Asset Management’s Eli Lilly LLY Stock Holding History

Autus Asset 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
2022
Q4 		$525K Hold
1,434
– – 0.09% 104
2022
Q3 		$464K Sell
1,434
-4
-0.3% -$1.27K 0.09% 105
2022
Q2 		$466K Sell
1,438
-15
-1% -$4.5K 0.08% 105
2022
Q1 		$416K Sell
1,453
-38
-3% -$9.78K 0.06% 114
2021
Q4 		$412K Sell
1,491
-25
-2% -$6.34K 0.04% 135
2021
Q3 		$350K Buy
+1,516
New +$374K 0.04% 136
2021
Q2 		– Sell
-1,166
Closed -$218K – 170
2021
Q1 		$218K Buy
+1,166
New +$228K 0.03% 159

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Autus Asset Management's LLY Position: Q4 2022 in Review

Autus Asset Management held its Eli Lilly (LLY) position steady in Q4 2022 at 1,434 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #104.

Autus Asset Management first reported a position in LLY in Q1 2021 and has held it in 7 quarters since. 2,671 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

  • Autus Asset Management held 1,434 shares of Eli Lilly worth $525K as of Q4 2022.
  • Autus Asset Management left its Eli Lilly share count unchanged in Q4 2022.
  • Eli Lilly made up 0.09% of Autus Asset Management's portfolio in Q4 2022, its #104 holding.
  • Autus Asset Management first reported a position in Eli Lilly in Q1 2021 and has held it in 7 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.