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Brightworth’s Eli Lilly LLY Stock Holding History

Brightworth’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 		$694K Buy
2,145
+37
+2% +$11.7K 0.07% 82
2022
Q2 		$684K Buy
2,108
+1
+0% +$300 0.07% 85
2022
Q1 		$604K Buy
+2,107
New +$542K 0.06% 85

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brightworth's LLY Position: Q3 2022 in Review

Brightworth increased its Eli Lilly (LLY) stake by 1.8% in Q3 2022, buying an estimated $11.7K and bringing the position to 2,145 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #82.

Brightworth first reported a position in LLY in Q1 2022 and has held it in 3 quarters since. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • Brightworth held 2,145 shares of Eli Lilly worth $694K as of Q3 2022.
  • Brightworth bought 37 Eli Lilly shares in Q3 2022, an estimated $11.7K.
  • Eli Lilly made up 0.07% of Brightworth's portfolio in Q3 2022, its #82 holding.
  • Brightworth first reported a position in Eli Lilly in Q1 2022 and has held it in 3 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.