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Janiczek Wealth Management’s Eli Lilly LLY Stock Holding History

Janiczek 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 		$1.19M Buy
1,318
+51
+4% +$40.8K 0.25% 41
2024
Q1 		$986K Buy
1,267
+125
+11% +$89K 0.21% 44
2023
Q4 		$666K Buy
1,142
+145
+15% +$84.6K 0.16% 53
2023
Q3 		$536K Buy
997
+216
+28% +$111K 0.14% 60
2023
Q2 		$366K Sell
781
-173
-18% -$72.6K 0.1% 75
2023
Q1 		$357K Sell
954
-361
-27% -$122K 0.1% 71
2022
Q4 		$472K Buy
1,315
+648
+97% +$230K 0.13% 54
2022
Q3 		$216K Buy
667
+51
+8% +$16.2K 0.07% 93
2022
Q2 		$203K Buy
616
+39
+7% +$11.7K 0.06% 101
2022
Q1 		$165K Buy
577
+116
+25% +$29.9K 0.05% 142
2021
Q4 		$127K Buy
461
+11
+2% +$2.79K 0.04% 159
2021
Q3 		$104K Buy
450
+79
+21% +$19.5K 0.04% 163
2021
Q2 		$85K Sell
371
-65
-15% -$13.1K 0.03% 175
2021
Q1 		$81K Buy
436
+149
+52% +$29.1K 0.03% 167
2020
Q4 		$48K Buy
287
+269
+1,494% +$40.2K 0.02% 208
2020
Q3 		$3K Buy
+18
New +$2.79K ﹤0.01% 450

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Janiczek Wealth Management increased its Eli Lilly (LLY) stake by 4% in Q2 2024, buying an estimated $40.8K and bringing the position to 1,318 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #41.

Janiczek Wealth Management first reported a position in LLY in Q3 2020 and has held it in 16 quarters since. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

  • Janiczek Wealth Management held 1,318 shares of Eli Lilly worth $1.19M as of Q2 2024.
  • Janiczek Wealth Management bought 51 Eli Lilly shares in Q2 2024, an estimated $40.8K.
  • Eli Lilly made up 0.25% of Janiczek Wealth Management's portfolio in Q2 2024, its #41 holding.
  • Janiczek Wealth Management first reported a position in Eli Lilly in Q3 2020 and has held it in 16 quarters since.
  • 3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.