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Cetera Advisors’s Eli Lilly LLY Stock Holding History

Cetera 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 		$7.65K Buy
+1,000
New +$712K ﹤0.01% 2415
2023
Q2 		– Sell
-100
Closed -$297 – 1716
2023
Q1 		$297 Buy
+100
New +$33.7K ﹤0.01% 1650

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's LLY Position: Q1 2024 in Review

Cetera Advisors increased its Eli Lilly (LLY) stake by 77% in Q1 2024, buying an estimated $29.9M and bringing the position to 96,275 shares worth $74.9M. The position accounts for 0.59% of the portfolio, ranked #21.

Cetera Advisors first reported a position in LLY in Q4 2013 and has held it in 42 quarters since. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Cetera Advisors held 96,275 shares of Eli Lilly worth $74.9M as of Q1 2024.
  • Cetera Advisors bought 42,003 Eli Lilly shares in Q1 2024, an estimated $29.9M.
  • Eli Lilly made up 0.59% of Cetera Advisors's portfolio in Q1 2024, its #21 holding.
  • Cetera Advisors first reported a position in Eli Lilly in Q4 2013 and has held it in 42 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.