Karpas Strategies’s Eli Lilly LLY Stock Holding History

Karpas Strategies’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	$522K	Hold	577	–	–	0.16%	81
2024 Q1	$448K	Hold	577	–	–	0.14%	88
2023 Q4	$336K	Buy	+577	New	+$337K	0.11%	93

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Karpas Strategies's LLY Position: Q2 2024 in Review

Karpas Strategies held its Eli Lilly (LLY) position steady in Q2 2024 at 577 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #81.

Karpas Strategies first reported a position in LLY in Q4 2023 and has held it in 3 quarters since. 3,565 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

Karpas Strategies held 577 shares of Eli Lilly worth $522K as of Q2 2024.
Karpas Strategies left its Eli Lilly share count unchanged in Q2 2024.
Eli Lilly made up 0.16% of Karpas Strategies's portfolio in Q2 2024, its #81 holding.
Karpas Strategies first reported a position in Eli Lilly in Q4 2023 and has held it in 3 quarters since.
3,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.