Haven Private’s Eli Lilly LLY Stock Holding History

Haven Private’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	–	Sell	-377	Closed	-$294K	–	171
2025 Q2	$294K	Buy	+377	New	+$293K	0.13%	138

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Haven Private's LLY Position: Q3 2025 in Review

Haven Private sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 377 shares — an estimated $294K sold.

Haven Private first reported a position in LLY in Q2 2025 and held it in 1 quarter. The position peaked at $294K in Q2 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Haven Private reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
Haven Private sold 377 Eli Lilly shares in Q3 2025, an estimated $294K.
Haven Private first reported a position in Eli Lilly in Q2 2025 and held it in 1 quarter.
Haven Private's Eli Lilly position peaked at $294K in Q2 2025.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.