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Daniel L. Goodwin’s Eli Lilly LLY Stock Holding History

Daniel L. Goodwin’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
2023
Q3 		$376K Hold
700
– – 0.18% 55
2023
Q2 		$328K Sell
700
-100
-13% -$41.9K 0.16% 56
2023
Q1 		$275K Buy
800
+100
+14% +$33.7K 0.14% 63
2022
Q4 		$256K Hold
700
– – 0.13% 74
2022
Q3 		$227K Hold
700
– – 0.13% 70
2022
Q2 		$227K Hold
700
– – 0.12% 80
2022
Q1 		$200K Buy
+700
New +$180K 0.09% 91

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Daniel L. Goodwin's LLY Position: Q3 2023 in Review

Daniel L. Goodwin held its Eli Lilly (LLY) position steady in Q3 2023 at 700 shares worth $376K. The position accounts for 0.18% of the portfolio, ranked #55.

Daniel L. Goodwin first reported a position in LLY in Q1 2022 and has held it in 7 quarters since. 2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

  • Daniel L. Goodwin held 700 shares of Eli Lilly worth $376K as of Q3 2023.
  • Daniel L. Goodwin left its Eli Lilly share count unchanged in Q3 2023.
  • Eli Lilly made up 0.18% of Daniel L. Goodwin's portfolio in Q3 2023, its #55 holding.
  • Daniel L. Goodwin first reported a position in Eli Lilly in Q1 2022 and has held it in 7 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.