Clear Perspectives Financial Planning’s Eli Lilly LLY Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$27.5K	Hold	80	–	–	0.02%	97
2022 Q4	$29.3K	Hold	80	–	–	0.02%	105
2022 Q3	$26K	Hold	80	–	–	0.01%	112
2022 Q2	$26K	Hold	80	–	–	0.01%	112
2022 Q1	$23K	Hold	80	–	–	0.01%	134
2021 Q4	$22K	Hold	80	–	–	0.01%	141
2021 Q3	$18K	Hold	80	–	–	0.01%	139
2021 Q2	$18K	Hold	80	–	–	0.01%	142
2021 Q1	$15K	Hold	80	–	–	0.01%	138
2020 Q4	$14K	Buy	+80	New	+$11.9K	0.01%	135

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

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

Clear Perspectives Financial Planning's LLY Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Eli Lilly (LLY) position steady in Q1 2023 at 80 shares worth $27.5K. The position accounts for 0.02% of the portfolio, ranked #97.

Clear Perspectives Financial Planning first reported a position in LLY in Q4 2020 and has held it in 10 quarters since. The position peaked at $29.3K in Q4 2022. 2,614 funds tracked by Wall St. Rank hold LLY as of Q1 2023.

Clear Perspectives Financial Planning held 80 shares of Eli Lilly worth $27.5K as of Q1 2023.
Clear Perspectives Financial Planning left its Eli Lilly share count unchanged in Q1 2023.
Eli Lilly made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #97 holding.
Clear Perspectives Financial Planning first reported a position in Eli Lilly in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Eli Lilly position peaked at $29.3K in Q4 2022.
2,614 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.