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Belmont Capital’s Eli Lilly LLY Stock Holding History

Belmont Capital’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 		– Sell
-10
Closed -$9.05K – 193
2024
Q2 		$9.05K Hold
10
– – ﹤0.01% 182
2024
Q1 		$7.78K Hold
10
– – ﹤0.01% 166
2023
Q4 		$5.83K Sell
10
-2,688
-100% -$1.57M ﹤0.01% 150
2023
Q3 		$1.45M Buy
2,698
+2,655
+6,174% +$1.37M 0.78% 18
2023
Q2 		$20.2K Sell
43
-9
-17% -$3.77K 0.01% 102
2023
Q1 		$17.9K Hold
52
– – 0.01% 70
2022
Q4 		$19K Hold
52
– – 0.02% 65
2022
Q3 		$17K Buy
52
+42
+420% +$13.3K 0.02% 56
2022
Q2 		$3K Hold
10
– – ﹤0.01% 62
2022
Q1 		$3K Hold
10
– – ﹤0.01% 63
2021
Q4 		$3K Buy
+10
New +$2.54K ﹤0.01% 64

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
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

Belmont Capital's LLY Position: Q3 2024 in Review

Belmont Capital sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 10 shares — an estimated $9.05K sold.

Belmont Capital first reported a position in LLY in Q4 2021 and held it in 11 quarters. The position peaked at $1.45M in Q3 2023. 3,658 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Belmont Capital reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
  • Belmont Capital sold 10 Eli Lilly shares in Q3 2024, an estimated $9.05K.
  • Belmont Capital first reported a position in Eli Lilly in Q4 2021 and held it in 11 quarters.
  • Belmont Capital's Eli Lilly position peaked at $1.45M in Q3 2023.
  • 3,658 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Belmont Capital's 13F filing for Q3 2024, filed 7 Nov 2024.