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Benedetti & Gucer’s Eli Lilly LLY Stock Holding History

Benedetti & Gucer’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
Q1 		$2.5M Buy
3,214
+155
+5% +$110K 1.24% 18
2023
Q4 		$1.78M Buy
3,059
+340
+13% +$198K 0.93% 23
2023
Q3 		$1.46M Sell
2,719
-125
-4% -$64.4K 0.8% 25
2023
Q2 		$1.33M Sell
2,844
-70
-2% -$29.4K 0.69% 30
2023
Q1 		$1M Buy
2,914
+1,350
+86% +$455K 0.57% 37
2022
Q4 		$572K Buy
1,564
+638
+69% +$226K 0.42% 43
2022
Q3 		$299K Buy
926
+140
+18% +$44.4K 0.24% 61
2022
Q2 		$255K Sell
786
-148
-16% -$44.4K 0.17% 74
2022
Q1 		$267K Buy
934
+86
+10% +$22.1K 0.18% 75
2021
Q4 		$234K Sell
848
-149
-15% -$37.8K 0.16% 81
2021
Q3 		$230K Buy
+997
New +$246K 0.17% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benedetti & Gucer's LLY Position: Q1 2024 in Review

Benedetti & Gucer increased its Eli Lilly (LLY) stake by 5.1% in Q1 2024, buying an estimated $110K and bringing the position to 3,214 shares worth $2.5M. The position accounts for 1.24% of the portfolio, ranked #18.

Benedetti & Gucer first reported a position in LLY in Q3 2021 and has held it in 11 quarters since. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Benedetti & Gucer held 3,214 shares of Eli Lilly worth $2.5M as of Q1 2024.
  • Benedetti & Gucer bought 155 Eli Lilly shares in Q1 2024, an estimated $110K.
  • Eli Lilly made up 1.24% of Benedetti & Gucer's portfolio in Q1 2024, its #18 holding.
  • Benedetti & Gucer first reported a position in Eli Lilly in Q3 2021 and has held it in 11 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.