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Bickling Financial Services’s Eli Lilly LLY Stock Holding History

Bickling Financial Services’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
Q4 		$244K Buy
667
+6
+0.9% +$2.13K 0.15% 103
2022
Q3 		$214K Buy
661
+1
+0.2% +$317 0.14% 107
2022
Q2 		$214K Buy
+660
New +$198K 0.14% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bickling Financial Services's LLY Position: Q4 2022 in Review

Bickling Financial Services increased its Eli Lilly (LLY) stake by 0.91% in Q4 2022, buying an estimated $2.13K and bringing the position to 667 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #103.

Bickling Financial Services first reported a position in LLY in Q2 2022 and has held it in 3 quarters since. 2,672 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

  • Bickling Financial Services held 667 shares of Eli Lilly worth $244K as of Q4 2022.
  • Bickling Financial Services bought 6 Eli Lilly shares in Q4 2022, an estimated $2.13K.
  • Eli Lilly made up 0.15% of Bickling Financial Services's portfolio in Q4 2022, its #103 holding.
  • Bickling Financial Services first reported a position in Eli Lilly in Q2 2022 and has held it in 3 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.