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Freedman Financial Associates’s Eli Lilly LLY Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-525
Closed -$153K – 238
2022
Q1 		$153K Hold
525
– – 0.11% 92
2021
Q4 		$145K Hold
525
– – 0.1% 95
2021
Q3 		$121K Hold
525
– – 0.09% 100
2021
Q2 		$120K Hold
525
– – 0.09% 97
2021
Q1 		$98K Hold
525
– – 0.08% 105
2020
Q4 		$89K Buy
+525
New +$78.4K 0.08% 108

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedman Financial Associates's LLY Position: Q2 2022 in Review

Freedman Financial Associates sold out of Eli Lilly (LLY) in Q2 2022, closing a stake of 525 shares — an estimated $153K sold.

Freedman Financial Associates first reported a position in LLY in Q4 2020 and held it in 6 quarters. The position peaked at $153K in Q1 2022. 2,445 funds tracked by Wall St. Rank hold LLY as of Q2 2022.

  • Freedman Financial Associates reported no remaining Eli Lilly position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 525 Eli Lilly shares in Q2 2022, an estimated $153K.
  • Freedman Financial Associates first reported a position in Eli Lilly in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Eli Lilly position peaked at $153K in Q1 2022.
  • 2,445 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.