HBC Financial Services’s Eli Lilly LLY Stock Holding History

HBC Financial Services’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	$1K	Buy	+2	New	+$1.66K	﹤0.01%	176
2021 Q2	–	Sell	-250	Closed	-$46.5K	–	187
2021 Q1	$46.5K	Buy	+250	New	+$48.9K	0.03%	69
2020 Q3	–	Sell	-1,634	Closed	-$51K	–	184
2020 Q2	$51K	Buy	1,634 +1,467	+878%	+$225K	0.05%	58
2020 Q1	$22K	Hold	167	–	–	0.02%	79
2019 Q4	$22K	Buy	+167	New	+$19.4K	0.02%	102

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

HBC Financial Services's LLY Position: Q4 2024 in Review

HBC Financial Services opened a new position in Eli Lilly (LLY) in Q4 2024: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: HBC Financial Services previously reported a position in LLY as recently as Q1 2021.

HBC Financial Services first reported a position in LLY in Q4 2019 and has held it in 5 quarters since. The position peaked at $51K in Q2 2020. 3,913 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

HBC Financial Services held 2 shares of Eli Lilly worth $1K as of Q4 2024.
Eli Lilly was a new HBC Financial Services position in Q4 2024.
Eli Lilly made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #176 holding.
HBC Financial Services first reported a position in Eli Lilly in Q4 2019 and has held it in 5 quarters since.
HBC Financial Services's Eli Lilly position peaked at $51K in Q2 2020.
3,913 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.