First Capital Advisors Group’s Eli Lilly LLY Stock Holding History

First Capital Advisors Group’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 Q2	$223K	Buy	+475	New	+$199K	0.12%	128
2018 Q3	–	Sell	-4,264	Closed	-$364K	–	174
2018 Q2	$364K	Sell	4,264 -19	-0.4%	-$1.56K	0.24%	91
2018 Q1	$331K	Sell	4,283 -1,256	-23%	-$101K	0.19%	104
2017 Q4	$468K	Sell	5,539 -350	-6%	-$29.8K	0.3%	90
2017 Q3	$504K	Sell	5,889 -2,238	-28%	-$184K	0.35%	84
2017 Q2	$669K	Sell	8,127 -817	-9%	-$66.7K	0.46%	67
2017 Q1	$752K	Buy	8,944 +75	+0.8%	+$6.01K	0.56%	53
2016 Q4	$652K	Buy	+8,869	New	+$660K	0.6%	41

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

First Capital Advisors Group's LLY Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Eli Lilly (LLY) in Q2 2023: 475 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #128 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in LLY as recently as Q2 2018.

First Capital Advisors Group first reported a position in LLY in Q4 2016 and has held it in 8 quarters since. The position peaked at $752K in Q1 2017. 2,814 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

First Capital Advisors Group held 475 shares of Eli Lilly worth $223K as of Q2 2023.
Eli Lilly was a new First Capital Advisors Group position in Q2 2023.
Eli Lilly made up 0.12% of First Capital Advisors Group's portfolio in Q2 2023, its #128 holding.
First Capital Advisors Group first reported a position in Eli Lilly in Q4 2016 and has held it in 8 quarters since.
First Capital Advisors Group's Eli Lilly position peaked at $752K in Q1 2017.
2,814 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.