Capital Financial Services’s Eli Lilly LLY Stock Holding History

Capital 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	$220K	Buy	+600	New	+$213K	0.3%	69

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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 Financial Services's LLY Position: Q4 2022 in Review

Capital Financial Services opened a new position in Eli Lilly (LLY) in Q4 2022: 600 shares worth $220K. The stake represents 0.3% of the portfolio and ranks #69 among its holdings.

2,671 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

Capital Financial Services held 600 shares of Eli Lilly worth $220K as of Q4 2022.
Eli Lilly was a new Capital Financial Services position in Q4 2022.
Eli Lilly made up 0.3% of Capital Financial Services's portfolio in Q4 2022, its #69 holding.
2,671 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.