Clearview Wealth Advisors’s Eli Lilly LLY Stock Holding History

Clearview Wealth 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 Q2	–	Sell	-518	Closed	-$403K	–	110
2024 Q1	$403K	Sell	518 -814	-61%	-$579K	0.41%	60
2023 Q4	$776K	Buy	+1,332	New	+$777K	0.9%	40
2023 Q3	–	Sell	-1,849	Closed	-$867K	–	397
2023 Q2	$867K	Buy	1,849 +1,687	+1,041%	+$707K	0.88%	29
2023 Q1	$55.8K	Sell	162 -6	-4%	-$2.02K	0.06%	190
2022 Q4	$61.5K	Buy	168 +6	+4%	+$2.13K	0.05%	157
2022 Q3	$52K	Buy	162 +1	+0.6%	+$317	0.04%	163
2022 Q2	$53K	Hold	161	–	–	0.04%	182
2022 Q1	$46K	Sell	161 -244	-60%	-$62.8K	0.03%	207
2021 Q4	$112K	Buy	405 +19	+5%	+$4.82K	0.07%	146
2021 Q3	$89K	Sell	386 -129	-25%	-$31.8K	0.06%	173
2021 Q2	$118K	Buy	515 +89	+21%	+$17.9K	0.07%	142
2021 Q1	$80K	Hold	426	–	–	0.05%	185
2020 Q4	$72K	Buy	+426	New	+$63.6K	0.05%	169

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

Clearview Wealth Advisors's LLY Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 518 shares — an estimated $403K sold.

Clearview Wealth Advisors first reported a position in LLY in Q4 2020 and held it in 13 quarters. The position peaked at $867K in Q2 2023. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

Clearview Wealth Advisors reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 518 Eli Lilly shares in Q2 2024, an estimated $403K.
Clearview Wealth Advisors first reported a position in Eli Lilly in Q4 2020 and held it in 13 quarters.
Clearview Wealth Advisors's Eli Lilly position peaked at $867K in Q2 2023.
3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.