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KB Financial Partners’s Eli Lilly LLY Stock Holding History

KB Financial Partners’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
Q3 		$118K Buy
219
+42
+24% +$21.6K 0.03% 183
2023
Q2 		$83K Buy
177
+121
+216% +$50.7K 0.02% 219
2023
Q1 		$19K Hold
56
– – 0.01% 351
2022
Q4 		$20K Hold
56
– – 0.01% 347
2022
Q3 		$18K Hold
56
– – 0.01% 342
2022
Q2 		$18K Hold
56
– – 0.01% 339
2022
Q1 		$16K Sell
56
-9
-14% -$2.32K ﹤0.01% 375
2021
Q4 		$18K Buy
+65
New +$16.5K 0.01% 378
2021
Q3 		– Sell
-56
Closed -$13K – 390
2021
Q2 		$13K Hold
56
– – ﹤0.01% 385
2021
Q1 		$10K Buy
+56
New +$11K ﹤0.01% 445

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

KB Financial Partners's LLY Position: Q3 2023 in Review

KB Financial Partners increased its Eli Lilly (LLY) stake by 24% in Q3 2023, buying an estimated $21.6K and bringing the position to 219 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #183.

KB Financial Partners first reported a position in LLY in Q1 2021 and has held it in 10 quarters since. 2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

  • KB Financial Partners held 219 shares of Eli Lilly worth $118K as of Q3 2023.
  • KB Financial Partners bought 42 Eli Lilly shares in Q3 2023, an estimated $21.6K.
  • Eli Lilly made up 0.03% of KB Financial Partners's portfolio in Q3 2023, its #183 holding.
  • KB Financial Partners first reported a position in Eli Lilly in Q1 2021 and has held it in 10 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.