Kingfisher Capital’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$9.43M Sell
10,640
-378
-3% -$340K 2.16% 8
2024
Q2
$9.97M Sell
11,018
-16
-0.1% -$12.8K 2.33% 7
2024
Q1
$8.58M Sell
11,034
-21
-0.2% -$14.9K 2.07% 9
2023
Q4
$6.44M Buy
11,055
+2,440
+28% +$1.42M 1.68% 13
2023
Q3
$4.63M Buy
8,615
+43
+0.5% +$22.2K 1.26% 28
2023
Q2
$4.02M Sell
8,572
-637
-7% -$267K 1.05% 38
2023
Q1
$3.16M Buy
9,209
+6,242
+210% +$2.11M 0.83% 54
2022
Q4
$1.09M Sell
2,967
-14
-0.5% -$4.96K 0.29% 91
2022
Q3
$964K Hold
2,981
0.27% 95
2022
Q2
$966K Buy
2,981
+30
+1% +$9.01K 0.28% 96
2022
Q1
$845K Buy
2,951
+25
+0.9% +$6.43K 0.22% 109
2021
Q4
$808K Hold
2,926
0.19% 120
2021
Q3
$676K Buy
2,926
+100
+4% +$24.7K 0.18% 121
2021
Q2
$649K Sell
2,826
-255
-8% -$51.2K 0.17% 127
2021
Q1
$576K Buy
3,081
+226
+8% +$44.2K 0.16% 131
2020
Q4
$482K Buy
2,855
+55
+2% +$8.21K 0.15% 132
2020
Q3
$414K Hold
2,800
0.15% 127
2020
Q2
$460K Hold
2,800
0.2% 110
2020
Q1
$388K Hold
2,800
0.2% 115
2019
Q4
$368K Hold
2,800
0.17% 124
2019
Q3
$313K Hold
2,800
0.19% 118
2019
Q2
$310K Hold
2,800
0.19% 107
2019
Q1
$363K Hold
2,800
0.23% 97
2018
Q4
$324K Sell
2,800
-332
-11% -$37.1K 0.23% 101
2018
Q3
$336K Sell
3,132
-871
-22% -$87.1K 0.18% 106
2018
Q2
$342K Buy
4,003
+271
+7% +$22.3K 0.22% 107
2018
Q1
$289K Buy
3,732
+600
+19% +$48.3K 0.18% 112
2017
Q4
$265K Sell
3,132
-3
-0.1% -$255 0.17% 115
2017
Q3
$268K Buy
3,135
+335
+12% +$27.5K 0.18% 106
2017
Q2
$230K Hold
2,800
0.16% 106
2017
Q1
$236K Hold
2,800
0.17% 103
2016
Q4
$206K Hold
2,800
0.16% 115
2016
Q3
$225K Hold
2,800
0.16% 108
2016
Q2
$221K Hold
2,800
0.15% 113
2016
Q1
$202K Hold
2,800
0.13% 119
2015
Q4
$236K Sell
2,800
-28
-1% -$2.32K 0.14% 118
2015
Q3
$237K Buy
2,828
+28
+1% +$2.36K 0.15% 118
2015
Q2
$234K Hold
2,800
0.13% 122
2015
Q1
$203K Buy
+2,800
New +$199K 0.11% 133
2014
Q4
Sell
-3,300
Closed -$214K 146
2014
Q3
$214K Buy
+3,300
New +$209K 0.11% 135

Other funds holding LLY

Kingfisher Capital's LLY Position: Q3 2024 in Review

Kingfisher Capital reduced its Eli Lilly (LLY) stake by 3.4% in Q3 2024, selling an estimated $340K and leaving 10,640 shares worth $9.43M. The position accounts for 2.16% of the portfolio, ranked #8.

Kingfisher Capital first reported a position in LLY in Q3 2014 and has held it in 40 quarters since. The position peaked at $9.97M in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Kingfisher Capital held 10,640 shares of Eli Lilly worth $9.43M as of Q3 2024.
  • Kingfisher Capital sold 378 Eli Lilly shares in Q3 2024, an estimated $340K.
  • Eli Lilly made up 2.16% of Kingfisher Capital's portfolio in Q3 2024, its #8 holding.
  • Kingfisher Capital first reported a position in Eli Lilly in Q3 2014 and has held it in 40 quarters since.
  • Kingfisher Capital's Eli Lilly position peaked at $9.97M in Q2 2024.
  • 3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.