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BBJS Financial Advisors’s Eli Lilly LLY Stock Holding History

BBJS Financial Advisors’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
Q3 		$190K Hold
215
– – 0.07% 50
2024
Q2 		$195K Buy
+215
New +$172K 0.07% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BBJS Financial Advisors's LLY Position: Q3 2024 in Review

BBJS Financial Advisors held its Eli Lilly (LLY) position steady in Q3 2024 at 215 shares worth $190K. The position accounts for 0.07% of the portfolio, ranked #50.

BBJS Financial Advisors first reported a position in LLY in Q2 2024 and has held it in 2 quarters since. The position peaked at $195K in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • BBJS Financial Advisors held 215 shares of Eli Lilly worth $190K as of Q3 2024.
  • BBJS Financial Advisors left its Eli Lilly share count unchanged in Q3 2024.
  • Eli Lilly made up 0.07% of BBJS Financial Advisors's portfolio in Q3 2024, its #50 holding.
  • BBJS Financial Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 2 quarters since.
  • BBJS Financial Advisors's Eli Lilly position peaked at $195K in Q2 2024.
  • 3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.