CI
LLY icon

Carroll Investors’s Eli Lilly LLY Stock Holding History

Carroll Investors’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
Q4 		– Sell
-228
Closed -$202K – 31
2024
Q3 		$202K Buy
+228
New +$205K 0.13% 27
2022
Q2 		– Sell
-73
Closed -$20K – 104
2022
Q1 		$20K Hold
73
– – 0.01% 108
2021
Q4 		$20K Buy
+73
New +$18.5K 0.01% 129

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 $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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Carroll Investors's LLY Position: Q4 2024 in Review

Carroll Investors sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 228 shares — an estimated $202K sold.

Carroll Investors first reported a position in LLY in Q4 2021 and held it in 3 quarters. The position peaked at $202K in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Carroll Investors reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Carroll Investors sold 228 Eli Lilly shares in Q4 2024, an estimated $202K.
  • Carroll Investors first reported a position in Eli Lilly in Q4 2021 and held it in 3 quarters.
  • Carroll Investors's Eli Lilly position peaked at $202K in Q3 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Carroll Investors's 13F filing for Q4 2024, filed 13 Feb 2025.