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FourThought Financial’s Eli Lilly LLY Stock Holding History

FourThought Financial’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
2022
Q3 		$826K Buy
2,555
+52
+2% +$16.5K 0.12% 128
2022
Q2 		$812K Hold
2,503
– – 0.12% 130
2022
Q1 		$717K Sell
2,503
-55
-2% -$14.2K 0.09% 150
2021
Q4 		$707K Sell
2,558
-229
-8% -$58.1K 0.09% 156
2021
Q3 		$643K Buy
2,787
+20
+0.7% +$4.94K 0.09% 169
2021
Q2 		$635K Sell
2,767
-9
-0.3% -$1.81K 0.09% 180
2021
Q1 		$518K Sell
2,776
-350
-11% -$68.5K 0.08% 207
2020
Q4 		$527K Buy
+3,126
New +$467K 0.08% 183

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FourThought Financial's LLY Position: Q3 2022 in Review

FourThought Financial increased its Eli Lilly (LLY) stake by 2.1% in Q3 2022, buying an estimated $16.5K and bringing the position to 2,555 shares worth $826K. The position accounts for 0.12% of the portfolio, ranked #128.

FourThought Financial first reported a position in LLY in Q4 2020 and has held it in 8 quarters since. 2,485 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • FourThought Financial held 2,555 shares of Eli Lilly worth $826K as of Q3 2022.
  • FourThought Financial bought 52 Eli Lilly shares in Q3 2022, an estimated $16.5K.
  • Eli Lilly made up 0.12% of FourThought Financial's portfolio in Q3 2022, its #128 holding.
  • FourThought Financial first reported a position in Eli Lilly in Q4 2020 and has held it in 8 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.