Divergent Wealth Advisors’s Eli Lilly LLY Stock Holding History

Divergent Wealth 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
2023 Q3	–	Sell	-1,197	Closed	-$561K	–	34
2023 Q2	$561K	Buy	1,197 +3	+0.3%	+$1.26K	0.12%	20
2023 Q1	$410K	Buy	1,194 +5	+0.4%	+$1.69K	0.1%	22
2022 Q4	$435K	Buy	+1,189	New	+$422K	0.11%	22
2020 Q4	–	Sell	-2,324	Closed	-$344K	–	28
2020 Q3	$344K	Hold	2,324	–	–	0.09%	26
2020 Q2	$382K	Hold	2,324	–	–	0.11%	26
2020 Q1	$322K	Hold	2,324	–	–	0.11%	28
2019 Q4	$305K	Hold	2,324	–	–	0.09%	32
2019 Q3	$260K	Hold	2,324	–	–	0.08%	33
2019 Q2	$257K	Hold	2,324	–	–	0.08%	33
2019 Q1	$302K	Hold	2,324	–	–	0.1%	30
2018 Q4	$269K	Hold	2,324	–	–	0.1%	38
2018 Q3	$267K	Hold	2,324	–	–	0.09%	30
2018 Q2	$198K	Hold	2,324	–	–	0.07%	34
2018 Q1	$180K	Buy	+2,324	New	+$187K	0.07%	38

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

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

Divergent Wealth Advisors's LLY Position: Q3 2023 in Review

Divergent Wealth Advisors sold out of Eli Lilly (LLY) in Q3 2023, closing a stake of 1,197 shares — an estimated $561K sold.

Divergent Wealth Advisors first reported a position in LLY in Q1 2018 and held it in 14 quarters. The position peaked at $561K in Q2 2023. 2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

Divergent Wealth Advisors reported no remaining Eli Lilly position as of Q3 2023 after selling out during the quarter.
Divergent Wealth Advisors sold 1,197 Eli Lilly shares in Q3 2023, an estimated $561K.
Divergent Wealth Advisors first reported a position in Eli Lilly in Q1 2018 and held it in 14 quarters.
Divergent Wealth Advisors's Eli Lilly position peaked at $561K in Q2 2023.
2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on Divergent Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.