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DCM Advisors’s Eli Lilly LLY Stock Holding History

DCM 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
2024
Q1 		– Sell
-508
Closed -$296K – 102
2023
Q4 		$296K Buy
+508
New +$297K 0.11% 99
2022
Q4 		– Sell
-4,612
Closed -$1.49M – 125
2022
Q3 		$1.49M Sell
4,612
-395
-8% -$125K 0.75% 34
2022
Q2 		$1.62M Sell
5,007
-2,095
-29% -$629K 0.7% 37
2022
Q1 		$2.03M Sell
7,102
-250
-3% -$64.3K 0.72% 36
2021
Q4 		$2.03M Buy
7,352
+2,119
+40% +$537K 0.6% 45
2021
Q3 		$1.21M Buy
+5,233
New +$1.29M 0.47% 58

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

DCM Advisors's LLY Position: Q1 2024 in Review

DCM Advisors sold out of Eli Lilly (LLY) in Q1 2024, closing a stake of 508 shares — an estimated $296K sold.

DCM Advisors first reported a position in LLY in Q3 2021 and held it in 6 quarters. The position peaked at $2.03M in Q1 2022. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • DCM Advisors reported no remaining Eli Lilly position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 508 Eli Lilly shares in Q1 2024, an estimated $296K.
  • DCM Advisors first reported a position in Eli Lilly in Q3 2021 and held it in 6 quarters.
  • DCM Advisors's Eli Lilly position peaked at $2.03M in Q1 2022.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.