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Gries Financial’s Eli Lilly LLY Stock Holding History

Gries 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
2025
Q3 		$874K Sell
1,145
-842
-42% -$627K 0.14% 140
2025
Q2 		$1.55M Sell
1,987
-115
-5% -$89.4K 0.28% 86
2025
Q1 		$1.74M Sell
2,102
-68
-3% -$56.6K 0.34% 71
2024
Q4 		$1.68M Sell
2,170
-21
-1% -$17.4K 0.3% 79
2024
Q3 		$1.94M Buy
2,191
+1,057
+93% +$950K 0.36% 68
2024
Q2 		$1.03M Sell
1,134
-694
-38% -$555K 0.21% 108
2024
Q1 		$1.42M Buy
1,828
+1,343
+277% +$956K 0.24% 108
2023
Q4 		$283K Sell
485
-114
-19% -$66.5K 0.06% 173
2023
Q3 		$322K Sell
599
-90
-13% -$46.4K 0.09% 146
2023
Q2 		$323K Hold
689
– – 0.09% 139
2023
Q1 		$237K Buy
689
+27
+4% +$9.11K 0.07% 150
2022
Q4 		$242K Buy
+662
New +$235K 0.08% 140

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 $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return