Interactive Financial Advisors’s Eli Lilly LLY Stock Holding History

Interactive Financial Advisors’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
2023 Q1	–	Sell	-130	Closed	-$47.6K	–	121
2022 Q4	$47.6K	Hold	130	–	–	0.03%	122
2022 Q3	$42K	Hold	130	–	–	0.02%	127
2022 Q2	$42K	Hold	130	–	–	0.02%	113
2022 Q1	$37K	Hold	130	–	–	0.02%	130
2021 Q4	$36K	Hold	130	–	–	0.01%	129
2021 Q3	$30K	Hold	130	–	–	0.01%	138
2021 Q2	$30K	Hold	130	–	–	0.01%	139
2021 Q1	$24K	Hold	130	–	–	0.01%	137
2020 Q4	$22K	Hold	130	–	–	0.01%	132
2020 Q3	$19K	Sell	130 -25	-16%	-$3.87K	0.01%	123
2020 Q2	$25K	Hold	155	–	–	0.01%	117
2020 Q1	$22K	Hold	155	–	–	0.02%	83
2019 Q4	$20K	Sell	155 -50	-24%	-$5.8K	0.01%	126
2019 Q3	$23K	Hold	205	–	–	0.01%	108
2019 Q2	$23K	Hold	205	–	–	0.01%	118
2019 Q1	$27K	Hold	205	–	–	0.01%	101
2018 Q4	$24K	Hold	205	–	–	0.01%	76
2018 Q3	$22K	Sell	205 -25	-11%	-$2.5K	0.01%	101
2018 Q2	$20K	Buy	+230	New	+$18.9K	0.01%	97

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Interactive Financial Advisors's LLY Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Eli Lilly (LLY) in Q1 2023, closing a stake of 130 shares — an estimated $47.6K sold.

Interactive Financial Advisors first reported a position in LLY in Q2 2018 and held it in 19 quarters. The position peaked at $47.6K in Q4 2022. 2,614 funds tracked by Wall St. Rank hold LLY as of Q1 2023.

Interactive Financial Advisors reported no remaining Eli Lilly position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 130 Eli Lilly shares in Q1 2023, an estimated $47.6K.
Interactive Financial Advisors first reported a position in Eli Lilly in Q2 2018 and held it in 19 quarters.
Interactive Financial Advisors's Eli Lilly position peaked at $47.6K in Q4 2022.
2,614 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.