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Clear Point Advisors’s Eli Lilly LLY Stock Holding History

Clear Point 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
Q4 		– Sell
-100
Closed -$88.6K – 356
2024
Q3 		$88.6K Hold
100
– – 0.07% 156
2024
Q2 		$90.5K Hold
100
– – 0.07% 148
2024
Q1 		$77.8K Hold
100
– – 0.06% 159
2023
Q4 		$58.3K Buy
+100
New +$58.4K 0.05% 173

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
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

Clear Point Advisors's LLY Position: Q4 2024 in Review

Clear Point Advisors sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 100 shares — an estimated $88.6K sold.

Clear Point Advisors first reported a position in LLY in Q4 2023 and held it in 4 quarters. The position peaked at $90.5K in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Clear Point Advisors reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 Eli Lilly shares in Q4 2024, an estimated $88.6K.
  • Clear Point Advisors first reported a position in Eli Lilly in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Eli Lilly position peaked at $90.5K in Q2 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.