DB Wealth Management Group’s Eli Lilly LLY Stock Holding History

DB Wealth Management Group’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 Q4	$117K	Hold	200	–	–	0.07%	111
2023 Q3	$107K	Hold	200	–	–	0.07%	109
2023 Q2	$93.8K	Hold	200	–	–	0.06%	110
2023 Q1	$68.7K	Hold	200	–	–	0.04%	132
2022 Q4	$73.2K	Hold	200	–	–	0.05%	122
2022 Q3	$65K	Hold	200	–	–	0.05%	130
2022 Q2	$65K	Hold	200	–	–	0.04%	137
2022 Q1	$57K	Hold	200	–	–	0.03%	161
2021 Q4	$55K	Hold	200	–	–	0.03%	157
2021 Q3	$46K	Hold	200	–	–	0.03%	164
2021 Q2	$46K	Hold	200	–	–	0.03%	164
2021 Q1	$37K	Hold	200	–	–	0.03%	179
2020 Q4	$34K	Buy	+200	New	+$29.9K	0.03%	178

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DB Wealth Management Group's LLY Position: Q4 2023 in Review

DB Wealth Management Group held its Eli Lilly (LLY) position steady in Q4 2023 at 200 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #111.

DB Wealth Management Group first reported a position in LLY in Q4 2020 and has held it in 13 quarters since. 3,272 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

DB Wealth Management Group held 200 shares of Eli Lilly worth $117K as of Q4 2023.
DB Wealth Management Group left its Eli Lilly share count unchanged in Q4 2023.
Eli Lilly made up 0.07% of DB Wealth Management Group's portfolio in Q4 2023, its #111 holding.
DB Wealth Management Group first reported a position in Eli Lilly in Q4 2020 and has held it in 13 quarters since.
3,272 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.