Householder Group Estate & Retirement Specialist’s Eli Lilly LLY Stock Holding History

Householder Group Estate & Retirement Specialist’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	$254K	Sell	330 -4,228	-93%	-$3.5M	0.19%	88
2024 Q3	$4.04M	Sell	4,558 -697	-13%	-$627K	1.18%	19
2024 Q2	$4.76M	Sell	5,255 -672	-11%	-$538K	1.34%	15
2024 Q1	$4.61M	Sell	5,927 -94	-2%	-$66.9K	1.37%	13
2023 Q4	$3.51M	Buy	6,021 +11	+0.2%	+$6.42K	1.15%	15
2023 Q3	$3.23M	Buy	+6,010	New	+$3.1M	1.16%	12
2023 Q1	$2.33M	Buy	+6,774	New	+$2.28M	0.89%	21
2022 Q4	–	Sell	-7,073	Closed	-$2.29M	–	771
2022 Q3	$2.29M	Buy	7,073 +160	+2%	+$50.7K	0.94%	17
2022 Q2	$2.24M	Buy	6,913 +20	+0.3%	+$6K	1%	19
2022 Q1	$1.97M	Buy	6,893 +23	+0.3%	+$5.92K	0.8%	29
2021 Q4	$1.9M	Buy	+6,870	New	+$1.74M	0.71%	33

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 $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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LLY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Eli Lilly (LLY) stake by 93% in Q4 2024, selling an estimated $3.5M and leaving 330 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #88.

Householder Group Estate & Retirement Specialist first reported a position in LLY in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.76M in Q2 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Householder Group Estate & Retirement Specialist held 330 shares of Eli Lilly worth $254K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,228 Eli Lilly shares in Q4 2024, an estimated $3.5M.
Eli Lilly made up 0.19% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #88 holding.
Householder Group Estate & Retirement Specialist first reported a position in Eli Lilly in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Eli Lilly position peaked at $4.76M in Q2 2024.
3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.