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Eudaimonia Advisors’s Eli Lilly LLY Stock Holding History

Eudaimonia 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
Q1 		$1.58M Buy
2,035
+4
+0.2% +$2.85K 0.84% 33
2023
Q4 		$1.18M Buy
2,031
+100
+5% +$58.4K 0.77% 40
2023
Q3 		$1.04M Buy
1,931
+5
+0.3% +$2.58K 0.73% 40
2023
Q2 		$903K Hold
1,926
– – 0.61% 46
2023
Q1 		$661K Buy
1,926
+11
+0.6% +$3.71K 0.45% 66
2022
Q4 		$701K Buy
1,915
+368
+24% +$130K 0.47% 58
2022
Q3 		$500K Buy
1,547
+25
+2% +$7.92K 0.34% 80
2022
Q2 		$493K Buy
1,522
+770
+102% +$231K 0.34% 82
2022
Q1 		$215K Buy
+752
New +$194K 0.12% 158

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eudaimonia Advisors's LLY Position: Q1 2024 in Review

Eudaimonia Advisors increased its Eli Lilly (LLY) stake by 0.2% in Q1 2024, buying an estimated $2.85K and bringing the position to 2,035 shares worth $1.58M. The position accounts for 0.84% of the portfolio, ranked #33.

Eudaimonia Advisors first reported a position in LLY in Q1 2022 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Eudaimonia Advisors held 2,035 shares of Eli Lilly worth $1.58M as of Q1 2024.
  • Eudaimonia Advisors bought 4 Eli Lilly shares in Q1 2024, an estimated $2.85K.
  • Eli Lilly made up 0.84% of Eudaimonia Advisors's portfolio in Q1 2024, its #33 holding.
  • Eudaimonia Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.