KI
LLY icon

Kapitalo Investimentos’s Eli Lilly LLY Stock Holding History

Kapitalo Investimentos’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
-366
Closed -$285K – 247
2024
Q1 		$285K Sell
366
-157
-30% -$112K 0.06% 182
2023
Q4 		$305K Buy
+523
New +$305K 0.06% 189
2023
Q3 		– Sell
-1,001
Closed -$469K – 625
2023
Q2 		$469K Buy
+1,001
New +$420K 0.09% 106

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

Kapitalo Investimentos's LLY Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 366 shares — an estimated $285K sold.

Kapitalo Investimentos first reported a position in LLY in Q2 2023 and held it in 3 quarters. The position peaked at $469K in Q2 2023. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

  • Kapitalo Investimentos reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 366 Eli Lilly shares in Q2 2024, an estimated $285K.
  • Kapitalo Investimentos first reported a position in Eli Lilly in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Eli Lilly position peaked at $469K in Q2 2023.
  • 3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.