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KLR Investment Advisors’s Eli Lilly LLY Stock Holding History

KLR Investment Advisors’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
Q1 		$346K Buy
473
+3
+0.6% +$2.13K 0.25% 120
2023
Q4 		$274K Buy
+470
New +$274K 0.2% 154
2023
Q3 		– Sell
-429
Closed -$201K – 178
2023
Q2 		$201K Buy
+429
New +$180K 0.17% 176

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

KLR Investment Advisors's LLY Position: Q1 2024 in Review

KLR Investment Advisors increased its Eli Lilly (LLY) stake by 0.64% in Q1 2024, buying an estimated $2.13K and bringing the position to 473 shares worth $346K. The position accounts for 0.25% of the portfolio, ranked #120.

KLR Investment Advisors first reported a position in LLY in Q2 2023 and has held it in 3 quarters since. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • KLR Investment Advisors held 473 shares of Eli Lilly worth $346K as of Q1 2024.
  • KLR Investment Advisors bought 3 Eli Lilly shares in Q1 2024, an estimated $2.13K.
  • Eli Lilly made up 0.25% of KLR Investment Advisors's portfolio in Q1 2024, its #120 holding.
  • KLR Investment Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 3 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.