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Crescent Grove Advisors’s Eli Lilly LLY Stock Holding History

Crescent Grove 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
2025
Q3 		– Sell
-300
Closed -$234K – 302
2025
Q2 		$234K Buy
+300
New +$233K 0.02% 253
2024
Q2 		– Sell
-2,894
Closed -$2.25M – 301
2024
Q1 		$2.25M Sell
2,894
-100
-3% -$71.2K 0.23% 66
2023
Q4 		$1.75M Sell
2,994
-20
-0.7% -$11.7K 0.19% 73
2023
Q3 		$1.62M Buy
3,014
+64
+2% +$33K 0.2% 76
2023
Q2 		$1.38M Sell
2,950
-29
-1% -$12.2K 0.15% 89
2023
Q1 		$1.02M Buy
2,979
+100
+3% +$33.7K 0.12% 102
2022
Q4 		$1.05M Buy
2,879
+29
+1% +$10.3K 0.11% 112
2022
Q3 		$922K Sell
2,850
-55
-2% -$17.4K 0.11% 101
2022
Q2 		$942K Hold
2,905
– – 0.1% 107
2022
Q1 		$832K Buy
2,905
+71
+3% +$18.3K 0.08% 128
2021
Q4 		$783K Buy
2,834
+250
+10% +$63.4K 0.07% 132
2021
Q3 		$597K Hold
2,584
– – 0.06% 138
2021
Q2 		$593K Sell
2,584
-306
-11% -$61.5K 0.06% 139
2021
Q1 		$540K Buy
2,890
+200
+7% +$39.1K 0.06% 126
2020
Q4 		$454K Hold
2,690
– – 0.06% 119
2020
Q3 		$398K Hold
2,690
– – 0.08% 117
2020
Q2 		$442K Buy
2,690
+55
+2% +$8.44K 0.09% 93
2020
Q1 		$366K Sell
2,635
-193
-7% -$26.5K 0.08% 90
2019
Q4 		$372K Buy
2,828
+500
+21% +$58K 0.06% 110
2019
Q3 		$260K Hold
2,328
– – 0.05% 128
2019
Q2 		$258K Sell
2,328
-60
-3% -$7.07K 0.05% 129
2019
Q1 		$310K Sell
2,388
-171
-7% -$20.8K 0.06% 117
2018
Q4 		$296K Buy
2,559
+424
+20% +$47.4K 0.06% 119
2018
Q3 		$229K Buy
+2,135
New +$213K 0.05% 123

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Crescent Grove Advisors's LLY Position: Q3 2025 in Review

Crescent Grove Advisors sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 300 shares — an estimated $234K sold.

Crescent Grove Advisors first reported a position in LLY in Q3 2018 and held it in 24 quarters. The position peaked at $2.25M in Q1 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Crescent Grove Advisors reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 300 Eli Lilly shares in Q3 2025, an estimated $234K.
  • Crescent Grove Advisors first reported a position in Eli Lilly in Q3 2018 and held it in 24 quarters.
  • Crescent Grove Advisors's Eli Lilly position peaked at $2.25M in Q1 2024.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Crescent Grove Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.