Domani Wealth’s Eli Lilly LLY Stock Holding History

Domani Wealth’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 Q1	$532K	Buy	1,549 +38	+3%	+$12.8K	0.12%	70
2022 Q4	$553K	Buy	1,511 +11	+0.7%	+$3.9K	0.14%	67
2022 Q3	$485K	Hold	1,500	–	–	0.14%	65
2022 Q2	$486K	Hold	1,500	–	–	0.13%	66
2022 Q1	$430K	Hold	1,500	–	–	0.09%	87
2021 Q4	$414K	Hold	1,500	–	–	0.08%	87
2021 Q3	$347K	Sell	1,500 -257	-15%	-$63.4K	0.07%	94
2021 Q2	$403K	Hold	1,757	–	–	0.08%	85
2021 Q1	$328K	Hold	1,757	–	–	0.06%	100
2020 Q4	$297K	Sell	1,757 -900	-34%	-$134K	0.06%	101
2020 Q3	$393K	Buy	2,657 +900	+51%	+$139K	0.09%	81
2020 Q2	$288K	Hold	1,757	–	–	0.07%	99
2020 Q1	$244K	Buy	+1,757	New	+$241K	0.07%	113

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Domani Wealth's LLY Position: Q1 2023 in Review

Domani Wealth increased its Eli Lilly (LLY) stake by 2.5% in Q1 2023, buying an estimated $12.8K and bringing the position to 1,549 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #70.

Domani Wealth first reported a position in LLY in Q1 2020 and has held it in 13 quarters since. The position peaked at $553K in Q4 2022. 2,615 funds tracked by Wall St. Rank hold LLY as of Q1 2023.

Domani Wealth held 1,549 shares of Eli Lilly worth $532K as of Q1 2023.
Domani Wealth bought 38 Eli Lilly shares in Q1 2023, an estimated $12.8K.
Eli Lilly made up 0.12% of Domani Wealth's portfolio in Q1 2023, its #70 holding.
Domani Wealth first reported a position in Eli Lilly in Q1 2020 and has held it in 13 quarters since.
Domani Wealth's Eli Lilly position peaked at $553K in Q4 2022.
2,615 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.