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Horizon Wealth Management’s Eli Lilly LLY Stock Holding History

Horizon Wealth Management’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
Q2 		– Sell
-287
Closed -$224K – 90
2024
Q1 		$224K Buy
+287
New +$204K 0.06% 72
2022
Q3 		– Sell
-1,662
Closed -$539K – 93
2022
Q2 		$539K Buy
1,662
+140
+9% +$42K 0.22% 49
2022
Q1 		$436K Buy
1,522
+4
+0.3% +$1.03K 0.14% 59
2021
Q4 		$419K Buy
+1,518
New +$385K 0.12% 64

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Wealth Management's LLY Position: Q2 2024 in Review

Horizon Wealth Management sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 287 shares — an estimated $224K sold.

Horizon Wealth Management first reported a position in LLY in Q4 2021 and held it in 4 quarters. The position peaked at $539K in Q2 2022. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

  • Horizon Wealth Management reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
  • Horizon Wealth Management sold 287 Eli Lilly shares in Q2 2024, an estimated $224K.
  • Horizon Wealth Management first reported a position in Eli Lilly in Q4 2021 and held it in 4 quarters.
  • Horizon Wealth Management's Eli Lilly position peaked at $539K in Q2 2022.
  • 3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Horizon Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.