Evelyn V. Moreno’s Eli Lilly LLY Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$1.03M	Hold	1,761	–	–	0.48%	54
2023 Q3	$946K	Hold	1,761	–	–	0.21%	65
2023 Q2	$826K	Sell	1,761 -300	-15%	-$126K	0.18%	65
2023 Q1	$708K	Sell	2,061 -320	-13%	-$108K	0.16%	65
2022 Q4	$871K	Buy	2,381 +1,050	+79%	+$372K	0.2%	68
2022 Q3	$430K	Sell	1,331 -1,050	-44%	-$333K	0.19%	88
2022 Q2	$772K	Buy	2,381 +220	+10%	+$66K	0.18%	65
2022 Q1	$619K	Buy	2,161 +1,011	+88%	+$260K	0.13%	63
2021 Q4	$318K	Sell	1,150 -400	-26%	-$101K	0.06%	57
2021 Q3	$358K	Hold	1,550	–	–	0.08%	56
2021 Q2	$356K	Sell	1,550 -500	-24%	-$100K	0.08%	54
2021 Q1	$383K	Hold	2,050	–	–	0.09%	57
2020 Q4	$346K	Hold	2,050	–	–	0.09%	57
2020 Q3	$303K	Hold	2,050	–	–	0.08%	64
2020 Q2	$336K	Hold	2,050	–	–	0.1%	61
2020 Q1	$285K	Sell	2,050 -200	-9%	-$27.5K	0.1%	63
2019 Q4	$295K	Hold	2,250	–	–	0.08%	60
2019 Q3	$252K	Hold	2,250	–	–	0.07%	61
2019 Q2	$249K	Buy	+2,250	New	+$265K	0.08%	56

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Evelyn V. Moreno's LLY Position: Q4 2023 in Review

Evelyn V. Moreno held its Eli Lilly (LLY) position steady in Q4 2023 at 1,761 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #54.

Evelyn V. Moreno first reported a position in LLY in Q2 2019 and has held it in 19 quarters since. 3,272 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Evelyn V. Moreno held 1,761 shares of Eli Lilly worth $1.03M as of Q4 2023.
Evelyn V. Moreno left its Eli Lilly share count unchanged in Q4 2023.
Eli Lilly made up 0.48% of Evelyn V. Moreno's portfolio in Q4 2023, its #54 holding.
Evelyn V. Moreno first reported a position in Eli Lilly in Q2 2019 and has held it in 19 quarters since.
3,272 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.