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Hart & Patterson Financial Group’s Eli Lilly LLY Stock Holding History

Hart & Patterson Financial Group’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 		$609K Sell
789
-13
-2% -$10.8K 0.3% 47
2024
Q3 		$711K Buy
802
+123
+18% +$111K 0.34% 46
2024
Q2 		$615K Buy
679
+13
+2% +$10.4K 0.3% 45
2024
Q1 		$518K Sell
666
-77
-10% -$54.8K 0.26% 47
2023
Q4 		$433K Buy
+743
New +$434K 0.22% 44

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 $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

Hart & Patterson Financial Group's LLY Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Eli Lilly (LLY) stake by 1.6% in Q4 2024, selling an estimated $10.8K and leaving 789 shares worth $609K. The position accounts for 0.3% of the portfolio, ranked #47.

Hart & Patterson Financial Group first reported a position in LLY in Q4 2023 and has held it in 5 quarters since. The position peaked at $711K in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Hart & Patterson Financial Group held 789 shares of Eli Lilly worth $609K as of Q4 2024.
  • Hart & Patterson Financial Group sold 13 Eli Lilly shares in Q4 2024, an estimated $10.8K.
  • Eli Lilly made up 0.3% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #47 holding.
  • Hart & Patterson Financial Group first reported a position in Eli Lilly in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Eli Lilly position peaked at $711K in Q3 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.