Clarus Group’s Eli Lilly LLY Stock Holding History

Clarus Group’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 Q2	–	Sell	-1,644	Closed	-$1.28M	–	119
2024 Q1	$1.28M	Hold	1,644	–	–	0.9%	25
2023 Q4	$958K	Sell	1,644 -8	-0.5%	-$4.67K	0.73%	27
2023 Q3	$887K	Hold	1,652	–	–	0.64%	29
2023 Q2	$775K	Buy	1,652 +52	+3%	+$21.8K	0.57%	30
2023 Q1	$549K	Hold	1,600	–	–	0.52%	32
2022 Q4	$585K	Hold	1,600	–	–	0.51%	33
2022 Q3	$517K	Hold	1,600	–	–	0.47%	34
2022 Q2	$519K	Hold	1,600	–	–	0.44%	35
2022 Q1	$458K	Sell	1,600 -23	-1%	-$5.92K	0.31%	50
2021 Q4	$403K	Hold	1,623	–	–	0.27%	51
2021 Q3	$375K	Hold	1,623	–	–	0.26%	59
2021 Q2	$381K	Hold	1,623	–	–	0.29%	59
2021 Q1	$296K	Hold	1,623	–	–	0.25%	73
2020 Q4	$336K	Buy	+1,623	New	+$242K	0.29%	59

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarus Group's LLY Position: Q2 2024 in Review

Clarus Group sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 1,644 shares — an estimated $1.28M sold.

Clarus Group first reported a position in LLY in Q4 2020 and held it in 14 quarters. The position peaked at $1.28M in Q1 2024. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

Clarus Group reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
Clarus Group sold 1,644 Eli Lilly shares in Q2 2024, an estimated $1.28M.
Clarus Group first reported a position in Eli Lilly in Q4 2020 and held it in 14 quarters.
Clarus Group's Eli Lilly position peaked at $1.28M in Q1 2024.
3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Clarus Group's 13F filing for Q2 2024, filed 22 Jul 2024.