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Core Wealth Advisors (Florida)’s Eli Lilly LLY Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-49
Closed -$28.6K – 268
2023
Q4 		$28.6K Buy
49
+32
+188% +$18.7K 0.01% 121
2023
Q3 		$9.13K Hold
17
– – ﹤0.01% 166
2023
Q2 		$7.97K Hold
17
– – ﹤0.01% 173
2023
Q1 		$5.84K Hold
17
– – ﹤0.01% 187
2022
Q4 		$6.22K Buy
+17
New +$6.03K ﹤0.01% 193

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Core Wealth Advisors (Florida)'s LLY Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Eli Lilly (LLY) in Q1 2024, closing a stake of 49 shares — an estimated $28.6K sold.

Core Wealth Advisors (Florida) first reported a position in LLY in Q4 2022 and held it in 5 quarters. The position peaked at $28.6K in Q4 2023. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Core Wealth Advisors (Florida) reported no remaining Eli Lilly position as of Q1 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 49 Eli Lilly shares in Q1 2024, an estimated $28.6K.
  • Core Wealth Advisors (Florida) first reported a position in Eli Lilly in Q4 2022 and held it in 5 quarters.
  • Core Wealth Advisors (Florida)'s Eli Lilly position peaked at $28.6K in Q4 2023.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.