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Brophy Wealth Management’s Eli Lilly LLY Stock Holding History

Brophy Wealth Management’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
Q3 		$1.94M Buy
+2,189
New +$1.97M 0.69% 29

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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Brophy Wealth Management's LLY Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Eli Lilly (LLY) in Q3 2024: 2,189 shares worth $1.94M. The stake represents 0.69% of the portfolio and ranks #29 among its holdings.

3,659 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Brophy Wealth Management held 2,189 shares of Eli Lilly worth $1.94M as of Q3 2024.
  • Eli Lilly was a new Brophy Wealth Management position in Q3 2024.
  • Eli Lilly made up 0.69% of Brophy Wealth Management's portfolio in Q3 2024, its #29 holding.
  • 3,659 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.