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FirstPurpose Wealth’s Eli Lilly LLY Stock Holding History

FirstPurpose Wealth’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 		$223K Buy
+293
New +$209K 0.08% 192

Other funds holding LLY

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
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

FirstPurpose Wealth's LLY Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Eli Lilly (LLY) in Q1 2024: 293 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #192 among its holdings.

3,461 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • FirstPurpose Wealth held 293 shares of Eli Lilly worth $223K as of Q1 2024.
  • Eli Lilly was a new FirstPurpose Wealth position in Q1 2024.
  • Eli Lilly made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #192 holding.
  • 3,461 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.