Estate Counselors’s Eli Lilly LLY Stock Holding History

Estate Counselors’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 Q4	–	Sell	-2,143	Closed	-$1.9M	–	110
2024 Q3	$1.9M	Hold	2,143	–	–	0.2%	47
2024 Q2	$1.94M	Hold	2,143	–	–	0.21%	42
2024 Q1	$1.67M	Buy	+2,143	New	+$1.53M	0.19%	58
2022 Q4	–	Sell	-178	Closed	-$57K	–	169
2022 Q3	$57K	Hold	178	–	–	0.01%	133
2022 Q2	$57K	Hold	178	–	–	0.01%	137
2022 Q1	$50K	Hold	178	–	–	0.01%	151
2021 Q4	$49K	Hold	178	–	–	0.01%	158
2021 Q3	$41K	Hold	178	–	–	0.01%	168
2021 Q2	$40K	Hold	178	–	–	0.01%	163
2021 Q1	$33K	Sell	178 -5,935	-97%	-$1.16M	﹤0.01%	160
2020 Q4	$1.03M	Buy	6,113 +2,307	+61%	+$344K	0.16%	71
2020 Q3	$563K	Sell	3,806 -2,352	-38%	-$364K	0.09%	77
2020 Q2	$1.01M	Buy	6,158 +2,588	+72%	+$397K	0.16%	68
2020 Q1	$495K	Buy	+3,570	New	+$491K	0.08%	75

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Estate Counselors's LLY Position: Q4 2024 in Review

Estate Counselors sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 2,143 shares — an estimated $1.9M sold.

Estate Counselors first reported a position in LLY in Q1 2020 and held it in 14 quarters. The position peaked at $1.94M in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Estate Counselors reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
Estate Counselors sold 2,143 Eli Lilly shares in Q4 2024, an estimated $1.9M.
Estate Counselors first reported a position in Eli Lilly in Q1 2020 and held it in 14 quarters.
Estate Counselors's Eli Lilly position peaked at $1.94M in Q2 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.