GAA
LLY icon

Green Alpha Advisors’s Eli Lilly LLY Stock Holding History

Green Alpha 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
Q1 		– Sell
-1,341
Closed -$782K – 147
2023
Q4 		$782K Hold
1,341
– – 0.56% 76
2023
Q3 		$720K Hold
1,341
– – 0.55% 67
2023
Q2 		$629K Hold
1,341
– – 0.41% 90
2023
Q1 		$461K Hold
1,341
– – 0.32% 109
2022
Q4 		$491K Buy
+1,341
New +$475K 0.41% 99

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Green Alpha Advisors's LLY Position: Q1 2024 in Review

Green Alpha Advisors sold out of Eli Lilly (LLY) in Q1 2024, closing a stake of 1,341 shares — an estimated $782K sold.

Green Alpha Advisors first reported a position in LLY in Q4 2022 and held it in 5 quarters. The position peaked at $782K in Q4 2023. 3,466 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Green Alpha Advisors reported no remaining Eli Lilly position as of Q1 2024 after selling out during the quarter.
  • Green Alpha Advisors sold 1,341 Eli Lilly shares in Q1 2024, an estimated $782K.
  • Green Alpha Advisors first reported a position in Eli Lilly in Q4 2022 and held it in 5 quarters.
  • Green Alpha Advisors's Eli Lilly position peaked at $782K in Q4 2023.
  • 3,466 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Green Alpha Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.