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

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 $5.7T 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 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

Primecap Management

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

T. Rowe Price Associates

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return