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Kiely Wealth Advisory Group’s Eli Lilly LLY Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$304K Hold
350
– – 0.2% 44
2024
Q3 		$289K Hold
350
– – 0.18% 48
2024
Q2 		$296K Hold
350
– – 0.16% 31
2024
Q1 		$259K Sell
350
-68
-16% -$48.4K 0.15% 34
2023
Q4 		$264K Buy
+418
New +$244K 0.15% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Kiely Wealth Advisory Group's LLY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Eli Lilly (LLY) position steady in Q4 2024 at 350 shares worth $304K. The position accounts for 0.2% of the portfolio, ranked #44.

Kiely Wealth Advisory Group first reported a position in LLY in Q4 2023 and has held it in 5 quarters since. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Kiely Wealth Advisory Group held 350 shares of Eli Lilly worth $304K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Eli Lilly share count unchanged in Q4 2024.
  • Eli Lilly made up 0.2% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #44 holding.
  • Kiely Wealth Advisory Group first reported a position in Eli Lilly in Q4 2023 and has held it in 5 quarters since.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.