Kolinsky Wealth Management’s Eli Lilly LLY Stock Holding History

Kolinsky Wealth Management’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	$339K	Buy	439 +14	+3%	+$11.6K	0.21%	106
2024 Q3	$377K	Buy	425 +72	+20%	+$64.7K	0.24%	94
2024 Q2	$320K	Buy	353 +95	+37%	+$76K	0.23%	103
2024 Q1	$201K	Buy	+258	New	+$184K	0.15%	141
2022 Q2	–	Sell	-784	Closed	-$225K	–	137
2022 Q1	$225K	Sell	784 -17	-2%	-$4.38K	0.22%	121
2021 Q4	$221K	Buy	+801	New	+$203K	0.2%	127

Other funds holding LLY

Lilly Endowment

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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