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Edmonds Duncan Registered Investment Advisors’s Eli Lilly LLY Stock Holding History

Edmonds Duncan Registered Investment 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 		$849K Buy
958
+109
+13% +$98K 0.19% 60
2024
Q2 		$769K Hold
849
– – 0.19% 59
2024
Q1 		$660K Buy
849
+55
+7% +$39.1K 0.17% 63
2023
Q4 		$463K Buy
794
+45
+6% +$26.3K 0.12% 72
2023
Q3 		$402K Buy
749
+200
+36% +$103K 0.11% 84
2023
Q2 		$257K Buy
+549
New +$230K 0.08% 105

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's LLY Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Eli Lilly (LLY) stake by 13% in Q3 2024, buying an estimated $98K and bringing the position to 958 shares worth $849K. The position accounts for 0.19% of the portfolio, ranked #60.

Edmonds Duncan Registered Investment Advisors first reported a position in LLY in Q2 2023 and has held it in 6 quarters since. 3,659 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 958 shares of Eli Lilly worth $849K as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 109 Eli Lilly shares in Q3 2024, an estimated $98K.
  • Eli Lilly made up 0.19% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #60 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 6 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.