Kovitz Investment Group Partners’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52M | Buy |
66,715
+19,131
| +40% | +$14.9M | 0.22% | 100 |
|
|
2025
Q1 | $39.3M | Buy |
47,584
+2,454
| +5% | +$2.03M | 0.2% | 104 |
|
|
2024
Q4 | $34.8M | Sell |
45,130
-1,002
| -2% | -$774K | 0.17% | 115 |
|
|
2024
Q3 | $29.7M | Buy |
46,132
+24,879
| +117% | +$16M | 0.21% | 92 |
|
|
2024
Q2 | $19.2M | Buy |
21,253
+2,449
| +13% | +$2.22M | 0.16% | 100 |
|
|
2024
Q1 | $14.6M | Buy |
18,804
+1,241
| +7% | +$965K | 0.19% | 79 |
|
|
2023
Q4 | $10.2M | Sell |
17,563
-1,730
| -9% | -$1.01M | 0.17% | 65 |
|
|
2023
Q3 | $10.4M | Sell |
19,293
-278
| -1% | -$149K | 0.19% | 58 |
|
|
2023
Q2 | $9.18M | Sell |
19,571
-5,671
| -22% | -$2.66M | 0.13% | 76 |
|
|
2023
Q1 | $8.67M | Sell |
25,242
-6,011
| -19% | -$2.06M | 0.15% | 84 |
|
|
2022
Q4 | $11.4M | Sell |
31,253
-6,572
| -17% | -$2.4M | 0.23% | 63 |
|
|
2022
Q3 | $12.2M | Buy |
37,825
+1,239
| +3% | +$401K | 0.28% | 49 |
|
|
2022
Q2 | $11.9M | Sell |
36,586
-6,239
| -15% | -$2.02M | 0.26% | 58 |
|
|
2022
Q1 | $12.3M | Sell |
42,825
-944
| -2% | -$270K | 0.23% | 63 |
|
|
2021
Q4 | $7.39M | Sell |
43,769
-8,711
| -17% | -$1.47M | 0.17% | 87 |
|
|
2021
Q3 | $12.1M | Sell |
52,480
-1,548
| -3% | -$358K | 0.24% | 57 |
|
|
2021
Q2 | $12.4M | Buy |
54,028
+14,942
| +38% | +$3.43M | 0.24% | 56 |
|
|
2021
Q1 | $7.3M | Sell |
39,086
-4,608
| -11% | -$861K | 0.17% | 91 |
|
|
2020
Q4 | $7.38M | Buy |
43,694
+4,695
| +12% | +$793K | 0.18% | 85 |
|
|
2020
Q3 | $5.77M | Buy |
38,999
+28,658
| +277% | +$4.24M | 0.16% | 100 |
|
|
2020
Q2 | $1.7M | Buy |
10,341
+5,694
| +123% | +$935K | 0.05% | 195 |
|
|
2020
Q1 | $645K | Buy |
4,647
+938
| +25% | +$130K | 0.02% | 276 |
|
|
2019
Q4 | $487K | Buy |
3,709
+39
| +1% | +$5.12K | 0.01% | 318 |
|
|
2019
Q3 | $410K | Sell |
3,670
-830
| -18% | -$92.7K | 0.01% | 324 |
|
|
2019
Q2 | $498K | Sell |
4,500
-350
| -7% | -$38.7K | 0.02% | 307 |
|
|
2019
Q1 | $629K | Sell |
4,850
-200
| -4% | -$25.9K | 0.02% | 305 |
|
|
2018
Q4 | $584K | Sell |
5,050
-150
| -3% | -$17.3K | 0.02% | 219 |
|
|
2018
Q3 | $558K | Sell |
5,200
-811
| -13% | -$87K | 0.03% | 108 |
|
|
2018
Q2 | $513K | Buy |
6,011
+61
| +1% | +$5.21K | 0.02% | 113 |
|
|
2018
Q1 | $460K | Sell |
5,950
-1,300
| -18% | -$101K | 0.02% | 111 |
|
|
2017
Q4 | $612 | Hold |
7,250
| – | – | 0.03% | 108 |
|
|
2017
Q3 | $620K | Hold |
7,250
| – | – | 0.03% | 106 |
|
|
2017
Q2 | $597K | Sell |
7,250
-200
| -3% | -$16.5K | 0.03% | 105 |
|
|
2017
Q1 | $627K | Buy |
7,450
+151
| +2% | +$12.7K | 0.03% | 87 |
|
|
2016
Q4 | $537K | Hold |
7,299
| – | – | 0.03% | 83 |
|
|
2016
Q3 | $586K | Buy |
7,299
+49
| +0.7% | +$3.93K | 0.04% | 91 |
|
|
2016
Q2 | $571K | Sell |
7,250
-6,000
| -45% | -$473K | 0.04% | 91 |
|
|
2016
Q1 | $954K | Buy |
+13,250
| New | +$954K | 0.06% | 81 |
|