Enlightenment Research’s Eli Lilly LLY Stock Holding History

Enlightenment Research’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
2022 Q3	–	Sell	-800	Closed	-$259K	–	128
2022 Q2	$259K	Buy	+800	New	+$240K	0.56%	69
2022 Q1	–	Sell	-800	Closed	-$221K	–	173
2021 Q4	$221K	Sell	800 -4,900	-86%	-$1.24M	0.31%	102
2021 Q3	$1.32M	Sell	5,700 -595	-9%	-$147K	1.61%	16
2021 Q2	$1.45M	Buy	+6,295	New	+$1.26M	1.84%	11
2021 Q1	–	Sell	-1,699	Closed	-$287K	–	166
2020 Q4	$287K	Buy	+1,699	New	+$254K	0.41%	62
2020 Q2	–	Sell	-3,050	Closed	-$385K	–	149
2020 Q1	$385K	Buy	+3,050	New	+$419K	0.41%	69
2019 Q4	–	Sell	-2,100	Closed	-$235K	–	91
2019 Q3	$235K	Sell	2,100 -13,500	-87%	-$1.5M	0.52%	69
2019 Q2	$1.83M	Buy	+15,600	New	+$1.84M	0.93%	22

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

Enlightenment Research's LLY Position: Q3 2022 in Review

Enlightenment Research sold out of Eli Lilly (LLY) in Q3 2022, closing a stake of 800 shares — an estimated $259K sold.

Enlightenment Research first reported a position in LLY in Q2 2019 and held it in 8 quarters. The position peaked at $1.83M in Q2 2019. 2,485 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

Enlightenment Research reported no remaining Eli Lilly position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 800 Eli Lilly shares in Q3 2022, an estimated $259K.
Enlightenment Research first reported a position in Eli Lilly in Q2 2019 and held it in 8 quarters.
Enlightenment Research's Eli Lilly position peaked at $1.83M in Q2 2019.
2,485 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.