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Geller Advisors’s Eli Lilly LLY Stock Holding History

Geller Advisors’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
Q4 		$3.01M Sell
3,895
-131
-3% -$108K 0.2% 32
2024
Q3 		$3.57M Sell
4,026
-363
-8% -$326K 0.25% 28
2024
Q2 		$3.97M Buy
4,389
+196
+5% +$157K 0.29% 24
2024
Q1 		$3.26M Buy
4,193
+301
+8% +$214K 0.26% 27
2023
Q4 		$2.27M Sell
3,892
-11
-0.3% -$6.42K 0.22% 30
2023
Q3 		$2.1M Buy
3,903
+668
+21% +$344K 0.24% 27
2023
Q2 		$1.52M Buy
3,235
+424
+15% +$178K 0.19% 31
2023
Q1 		$965K Buy
2,811
+535
+24% +$180K 0.14% 32
2022
Q4 		$833K Sell
2,276
-348
-13% -$123K 0.14% 35
2022
Q3 		$848K Buy
2,624
+386
+17% +$122K 0.18% 25
2022
Q2 		$726K Sell
2,238
-8
-0.4% -$2.4K 0.15% 37
2022
Q1 		$643K Buy
2,246
+10
+0.4% +$2.57K 0.12% 48
2021
Q4 		$618K Buy
2,236
+71
+3% +$18K 0.12% 49
2021
Q3 		$500K Sell
2,165
-96
-4% -$23.7K 0.11% 56
2021
Q2 		$519K Sell
2,261
-98
-4% -$19.7K 0.11% 52
2021
Q1 		$441K Buy
2,359
+727
+45% +$142K 0.1% 55
2020
Q4 		$390K Hold
1,632
– – 0.1% 57
2020
Q3 		$242K Sell
1,632
-105
-6% -$16.3K 0.07% 70
2020
Q2 		$285K Buy
+1,737
New +$267K 0.09% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geller Advisors's LLY Position: Q4 2024 in Review

Geller Advisors reduced its Eli Lilly (LLY) stake by 3.3% in Q4 2024, selling an estimated $108K and leaving 3,895 shares worth $3.01M. The position accounts for 0.2% of the portfolio, ranked #32.

Geller Advisors first reported a position in LLY in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.97M in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Geller Advisors held 3,895 shares of Eli Lilly worth $3.01M as of Q4 2024.
  • Geller Advisors sold 131 Eli Lilly shares in Q4 2024, an estimated $108K.
  • Eli Lilly made up 0.2% of Geller Advisors's portfolio in Q4 2024, its #32 holding.
  • Geller Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 19 quarters since.
  • Geller Advisors's Eli Lilly position peaked at $3.97M in Q2 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.