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Better Money Decisions’s Eli Lilly LLY Stock Holding History

Better Money Decisions’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
-113
Closed -$37K – 264
2022
Q2 		$37K Buy
+113
New +$33.9K 0.03% 164
2021
Q4 		– Sell
-279
Closed -$64K – 349
2021
Q3 		$64K Hold
279
– – 0.05% 140
2021
Q2 		$64K Buy
279
+31
+13% +$6.23K 0.06% 132
2021
Q1 		$46K Buy
+248
New +$48.5K 0.05% 133

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
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

Better Money Decisions's LLY Position: Q3 2022 in Review

Better Money Decisions sold out of Eli Lilly (LLY) in Q3 2022, closing a stake of 113 shares — an estimated $37K sold.

Better Money Decisions first reported a position in LLY in Q1 2021 and held it in 4 quarters. The position peaked at $64K in Q3 2021. 2,485 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • Better Money Decisions reported no remaining Eli Lilly position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 113 Eli Lilly shares in Q3 2022, an estimated $37K.
  • Better Money Decisions first reported a position in Eli Lilly in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Eli Lilly position peaked at $64K in Q3 2021.
  • 2,485 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.