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Cidel Asset Management’s Eli Lilly LLY Stock Holding History

Cidel Asset 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
2026
Q1 		$18.1M Sell
19,668
-5,465
-22% -$5.54M 0.99% 31
2025
Q4 		$27M Sell
25,133
-1,593
-6% -$1.52M 1.91% 14
2025
Q3 		$20.4M Buy
26,726
+5,591
+26% +$4.16M 1.17% 27
2025
Q2 		$16.5M Buy
21,135
+5,476
+35% +$4.26M 0.99% 33
2025
Q1 		$12.9M Buy
15,659
+96
+0.6% +$79.9K 0.85% 43
2024
Q4 		$12M Buy
15,563
+2,874
+23% +$2.38M 0.81% 44
2024
Q3 		$11.2M Buy
12,689
+2,667
+27% +$2.4M 0.79% 42
2024
Q2 		$9.07M Buy
10,022
+9,378
+1,456% +$7.5M 0.7% 44
2024
Q1 		$501K Sell
644
-123
-16% -$87.5K 0.04% 184
2023
Q4 		$447K Buy
+767
New +$448K 0.02% 200

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return