Capital Directions Investment Advisors’s Eli Lilly LLY Stock Holding History

Capital Directions Investment 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
2022 Q4	$276K	Buy	+754	New	+$267K	0.1%	51
2022 Q3	–	Sell	-670	Closed	-$212K	–	64
2022 Q2	$217K	Buy	670 +200	+43%	+$60K	0.07%	67
2022 Q1	$135K	Buy	+470	New	+$121K	0.04%	80
2021 Q4	–	Sell	-470	Closed	-$109K	–	144
2021 Q3	$109K	Hold	470	–	–	0.03%	87
2021 Q2	$108K	Buy	+470	New	+$94.4K	0.03%	79
2021 Q1	–	Sell	-470	Closed	-$79K	–	278
2020 Q4	$79K	Hold	470	–	–	0.03%	84
2020 Q3	$70K	Hold	470	–	–	0.03%	88
2020 Q2	$77K	Sell	470 -315	-40%	-$48.4K	0.03%	85
2020 Q1	$109K	Hold	785	–	–	0.05%	71
2019 Q4	$103K	Hold	785	–	–	0.03%	88
2019 Q3	$88K	Buy	+785	New	+$87.4K	0.03%	91
2018 Q3	–	Sell	-1,120	Closed	-$96K	–	192
2018 Q2	$96K	Buy	+1,120	New	+$92K	0.05%	50

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Directions Investment Advisors's LLY Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Eli Lilly (LLY) in Q4 2022: 754 shares worth $276K. The stake represents 0.1% of the portfolio and ranks #51 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in LLY as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in LLY in Q2 2018 and has held it in 12 quarters since. 2,672 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

Capital Directions Investment Advisors held 754 shares of Eli Lilly worth $276K as of Q4 2022.
Eli Lilly was a new Capital Directions Investment Advisors position in Q4 2022.
Eli Lilly made up 0.1% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #51 holding.
Capital Directions Investment Advisors first reported a position in Eli Lilly in Q2 2018 and has held it in 12 quarters since.
2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.