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H.L. Ormond & Company’s Eli Lilly LLY Stock Holding History

H.L. Ormond & Company’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 		$222K Buy
+687
New +$218K 0.36% 86
2022
Q2 		– Sell
-783
Closed -$224K – 97
2022
Q1 		$224K Buy
+783
New +$202K 0.27% 97

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
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

H.L. Ormond & Company's LLY Position: Q3 2022 in Review

H.L. Ormond & Company opened a new position in Eli Lilly (LLY) in Q3 2022: 687 shares worth $222K. The stake represents 0.36% of the portfolio and ranks #86 among its holdings. This is a return to the name: H.L. Ormond & Company previously reported a position in LLY as recently as Q1 2022.

H.L. Ormond & Company first reported a position in LLY in Q1 2022 and has held it in 2 quarters since. The position peaked at $224K in Q1 2022. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • H.L. Ormond & Company held 687 shares of Eli Lilly worth $222K as of Q3 2022.
  • Eli Lilly was a new H.L. Ormond & Company position in Q3 2022.
  • Eli Lilly made up 0.36% of H.L. Ormond & Company's portfolio in Q3 2022, its #86 holding.
  • H.L. Ormond & Company first reported a position in Eli Lilly in Q1 2022 and has held it in 2 quarters since.
  • H.L. Ormond & Company's Eli Lilly position peaked at $224K in Q1 2022.
  • 2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.