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Baron Financial Group’s Eli Lilly LLY Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-100
Closed -$32.4K – 130
2022
Q2 		$32.4K Hold
100
– – 0.02% 102
2022
Q1 		$28.6K Hold
100
– – 0.02% 121
2021
Q4 		$27.6K Hold
100
– – 0.02% 125
2021
Q3 		$23.1K Hold
100
– – 0.01% 132
2021
Q2 		$23K Hold
100
– – 0.01% 135
2021
Q1 		$18.7K Hold
100
– – 0.01% 143
2020
Q4 		$16.9K Hold
100
– – 0.01% 144
2020
Q3 		$14.8K Buy
+100
New +$15.5K 0.01% 153

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
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
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

Baron Financial Group's LLY Position: Q3 2022 in Review

Baron Financial Group sold out of Eli Lilly (LLY) in Q3 2022, closing a stake of 100 shares — an estimated $32.4K sold.

Baron Financial Group first reported a position in LLY in Q3 2020 and held it in 8 quarters. The position peaked at $32.4K in Q2 2022. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • Baron Financial Group reported no remaining Eli Lilly position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 100 Eli Lilly shares in Q3 2022, an estimated $32.4K.
  • Baron Financial Group first reported a position in Eli Lilly in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Eli Lilly position peaked at $32.4K in Q2 2022.
  • 2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.