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Axiom Financial Strategies’s Eli Lilly LLY Stock Holding History

Axiom Financial 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
2022
Q4 		– Sell
-2,291
Closed -$741K – 54
2022
Q3 		$741K Hold
2,291
– – 0.39% 35
2022
Q2 		$743K Hold
2,291
– – 0.39% 35
2022
Q1 		$659K Hold
2,291
– – 0.33% 41
2021
Q4 		$633K Hold
2,291
– – 0.29% 39
2021
Q3 		$529K Hold
2,291
– – 0.25% 42
2021
Q2 		$526K Hold
2,291
– – 0.24% 41
2021
Q1 		$428K Hold
2,291
– – 0.21% 43
2020
Q4 		$339K Hold
2,291
– – 0.2% 43
2020
Q3 		$339K Buy
+2,291
New +$355K 0.2% 43

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
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

Axiom Financial Strategies's LLY Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Eli Lilly (LLY) in Q4 2022, closing a stake of 2,291 shares — an estimated $741K sold.

Axiom Financial Strategies first reported a position in LLY in Q3 2020 and held it in 9 quarters. The position peaked at $743K in Q2 2022. 2,672 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

  • Axiom Financial Strategies reported no remaining Eli Lilly position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 2,291 Eli Lilly shares in Q4 2022, an estimated $741K.
  • Axiom Financial Strategies first reported a position in Eli Lilly in Q3 2020 and held it in 9 quarters.
  • Axiom Financial Strategies's Eli Lilly position peaked at $743K in Q2 2022.
  • 2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.