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Coppell Advisory Solutions Corp’s Eli Lilly LLY Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$252K Buy
+324
New +$231K 0.05% 217
2023
Q1 		– Sell
-7
Closed -$2.56K – 694
2022
Q4 		$2.56K Buy
+7
New +$2.48K ﹤0.01% 819

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions Corp's LLY Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Eli Lilly (LLY) in Q1 2024: 324 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in LLY as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in LLY in Q4 2022 and has held it in 2 quarters since. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Coppell Advisory Solutions Corp held 324 shares of Eli Lilly worth $252K as of Q1 2024.
  • Eli Lilly was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Eli Lilly made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #217 holding.
  • Coppell Advisory Solutions Corp first reported a position in Eli Lilly in Q4 2022 and has held it in 2 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.