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Credential Qtrade Securities’s Eli Lilly LLY Stock Holding History

Credential Qtrade Securities’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 		$87.1K Sell
112
-40
-26% -$28.5K ﹤0.01% 260
2023
Q4 		$88.6K Hold
152
– – 0.01% 243
2023
Q3 		$81.6K Hold
152
– – 0.01% 236
2023
Q2 		$71.3K Hold
152
– – ﹤0.01% 245
2023
Q1 		$52.2K Hold
152
– – ﹤0.01% 257
2022
Q4 		$55.6K Sell
152
-53
-26% -$18.8K ﹤0.01% 266
2022
Q3 		$66.3K Buy
205
+6
+3% +$1.9K 0.01% 248
2022
Q2 		$64.5K Buy
199
+43
+28% +$12.9K ﹤0.01% 261
2022
Q1 		$44.7K Sell
156
-3,890
-96% -$1M ﹤0.01% 278
2021
Q4 		$1.12M Buy
4,046
+3,890
+2,494% +$986K 0.08% 119
2021
Q3 		$36K Hold
156
– – ﹤0.01% 279
2021
Q2 		$35.8K Hold
156
– – ﹤0.01% 290
2021
Q1 		$29.1K Hold
156
– – ﹤0.01% 281
2020
Q4 		$26.3K Hold
156
– – ﹤0.01% 258
2020
Q3 		$23.1K Hold
156
– – ﹤0.01% 240
2020
Q2 		$25.6K Hold
156
– – ﹤0.01% 228
2020
Q1 		$21.6K Sell
156
-403
-72% -$55.4K ﹤0.01% 220
2019
Q4 		$73.5K Hold
559
– – 0.01% 211
2019
Q3 		$62.5K Hold
559
– – 0.01% 200
2019
Q2 		$61.9K Sell
559
-6
-1% -$707 0.01% 207
2019
Q1 		$73.3K Sell
565
-10
-2% -$1.22K 0.01% 202
2018
Q4 		$66.5K Sell
575
-2,973
-84% -$332K 0.01% 203
2018
Q3 		$381K Buy
+3,548
New +$355K 0.08% 133

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

Credential Qtrade Securities's LLY Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Eli Lilly (LLY) stake by 26% in Q1 2024, selling an estimated $28.5K and leaving 112 shares worth $87.1K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Credential Qtrade Securities first reported a position in LLY in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2021. 3,461 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Credential Qtrade Securities held 112 shares of Eli Lilly worth $87.1K as of Q1 2024.
  • Credential Qtrade Securities sold 40 Eli Lilly shares in Q1 2024, an estimated $28.5K.
  • Eli Lilly made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #260 holding.
  • Credential Qtrade Securities first reported a position in Eli Lilly in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Eli Lilly position peaked at $1.12M in Q4 2021.
  • 3,461 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.