DHK Financial Advisors’s Eli Lilly LLY Stock Holding History

DHK Financial 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 Q3	–	Sell	-231	Closed	-$209K	–	90
2024 Q2	$209K	Buy	+231	New	+$185K	0.15%	75

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DHK Financial Advisors's LLY Position: Q3 2024 in Review

DHK Financial Advisors sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 231 shares — an estimated $209K sold.

DHK Financial Advisors first reported a position in LLY in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 3,658 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

DHK Financial Advisors reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
DHK Financial Advisors sold 231 Eli Lilly shares in Q3 2024, an estimated $209K.
DHK Financial Advisors first reported a position in Eli Lilly in Q2 2024 and held it in 1 quarter.
DHK Financial Advisors's Eli Lilly position peaked at $209K in Q2 2024.
3,658 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on DHK Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.