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Bromfield Sneider Wealth Advisors’s Eli Lilly LLY Stock Holding History

Bromfield Sneider Wealth Advisors’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 		$62.2K Hold
80
– – 0.04% 64
2023
Q4 		$46.6K Hold
80
– – 0.03% 69
2023
Q3 		$43K Sell
80
-45
-36% -$23.2K 0.03% 68
2023
Q2 		$58.6K Hold
125
– – 0.05% 64
2023
Q1 		$42.9K Hold
125
– – 0.04% 68
2022
Q4 		$45.7K Hold
125
– – 0.04% 64
2022
Q3 		$40K Sell
125
-65
-34% -$20.6K 0.05% 61
2022
Q2 		$62K Hold
190
– – 0.08% 52
2022
Q1 		$54K Buy
+190
New +$48.9K 0.06% 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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's LLY Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Eli Lilly (LLY) position steady in Q1 2024 at 80 shares worth $62.2K. The position accounts for 0.04% of the portfolio, ranked #64.

Bromfield Sneider Wealth Advisors first reported a position in LLY in Q1 2022 and has held it in 9 quarters since. 3,466 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 80 shares of Eli Lilly worth $62.2K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its Eli Lilly share count unchanged in Q1 2024.
  • Eli Lilly made up 0.04% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #64 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 9 quarters since.
  • 3,466 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.