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EnRich Financial Partners’s Eli Lilly LLY Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-42
Closed -$32.7K – 148
2024
Q4 		$32.7K Hold
42
– – 0.01% 120
2024
Q3 		$37.5K Sell
42
-13
-24% -$11.7K 0.01% 118
2024
Q2 		$50K Buy
55
+13
+31% +$10.4K 0.02% 105
2024
Q1 		$32.8K Buy
+42
New +$29.9K 0.01% 109

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EnRich Financial Partners's LLY Position: Q1 2025 in Review

EnRich Financial Partners sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 42 shares — an estimated $32.7K sold.

EnRich Financial Partners first reported a position in LLY in Q1 2024 and held it in 4 quarters. The position peaked at $50K in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • EnRich Financial Partners reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 42 Eli Lilly shares in Q1 2025, an estimated $32.7K.
  • EnRich Financial Partners first reported a position in Eli Lilly in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Eli Lilly position peaked at $50K in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.