ACP
LLY icon

Aveo Capital Partners’s Eli Lilly LLY Stock Holding History

Aveo Capital Partners’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
-1,730
Closed -$1.34M – 273
2024
Q4 		$1.34M Buy
1,730
+113
+7% +$93.6K 0.15% 108
2024
Q3 		$1.43M Sell
1,617
-50
-3% -$45K 0.15% 107
2024
Q2 		$1.51M Sell
1,667
-339
-17% -$271K 0.17% 101
2024
Q1 		$1.47M Sell
2,006
-14
-0.7% -$9.96K 0.16% 111
2023
Q4 		$1.18M Buy
2,020
+153
+8% +$89.3K 0.14% 115
2023
Q3 		$1M Sell
1,867
-339
-15% -$175K 0.13% 125
2023
Q2 		$1.03M Buy
2,206
+148
+7% +$62.1K 0.13% 126
2023
Q1 		$707K Sell
2,058
-91
-4% -$30.7K 0.09% 149
2022
Q4 		$786K Buy
2,149
+61
+3% +$21.6K 0.12% 137
2022
Q3 		$675K Buy
2,088
+11
+0.5% +$3.48K 0.12% 132
2022
Q2 		$673K Sell
2,077
-26
-1% -$7.8K 0.11% 144
2022
Q1 		$602K Buy
2,103
+10
+0.5% +$2.57K 0.11% 159
2021
Q4 		$578K Sell
2,093
-27
-1% -$6.84K 0.1% 162
2021
Q3 		$490K Sell
2,120
-32
-1% -$7.9K 0.1% 160
2021
Q2 		$494K Sell
2,152
-15
-0.7% -$3.01K 0.11% 162
2021
Q1 		$405K Buy
+2,167
New +$424K 0.1% 159
2020
Q4 		– Sell
-2,250
Closed -$333K – 128
2020
Q3 		$333K Buy
+2,250
New +$348K 0.12% 144
2020
Q2 		– Sell
-2,147
Closed -$298K – 110
2020
Q1 		$298K Sell
2,147
-277
-11% -$38.1K 0.14% 117
2019
Q4 		$319K Buy
2,424
+44
+2% +$5.1K 0.13% 132
2019
Q3 		$269K Sell
2,380
-16
-0.7% -$1.78K 0.11% 146
2019
Q2 		$260K Buy
2,396
+49
+2% +$5.77K 0.11% 147
2019
Q1 		$305K Buy
2,347
+266
+13% +$32.3K 0.14% 121
2018
Q4 		$241K Sell
2,081
-61
-3% -$6.81K 0.12% 112
2018
Q3 		$240K Buy
+2,142
New +$214K 0.11% 115
2017
Q1 		– Sell
-4,046
Closed -$298K – 187
2016
Q4 		$298K Buy
+4,046
New +$301K 0.08% 152

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

Aveo Capital Partners's LLY Position: Q1 2025 in Review

Aveo Capital Partners sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 1,730 shares — an estimated $1.34M sold.

Aveo Capital Partners first reported a position in LLY in Q4 2016 and held it in 25 quarters. The position peaked at $1.51M in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Aveo Capital Partners reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,730 Eli Lilly shares in Q1 2025, an estimated $1.34M.
  • Aveo Capital Partners first reported a position in Eli Lilly in Q4 2016 and held it in 25 quarters.
  • Aveo Capital Partners's Eli Lilly position peaked at $1.51M in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.