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Kowal Investment Group’s Eli Lilly LLY Stock Holding History

Kowal Investment 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
Q3 		$1.36M Buy
1,531
+244
+19% +$219K 0.25% 60
2024
Q2 		$1.17M Buy
1,287
+184
+17% +$147K 0.23% 65
2024
Q1 		$858K Buy
1,103
+172
+18% +$122K 0.19% 73
2023
Q4 		$543K Buy
931
+44
+5% +$25.7K 0.13% 89
2023
Q3 		$477K Buy
887
+155
+21% +$79.9K 0.13% 88
2023
Q2 		$343K Buy
732
+90
+14% +$37.7K 0.09% 109
2023
Q1 		$220K Sell
642
-458
-42% -$154K 0.06% 144
2022
Q4 		$402K Buy
1,100
+124
+13% +$44K 0.12% 96
2022
Q3 		$316K Buy
976
+34
+4% +$10.8K 0.11% 99
2022
Q2 		$305K Buy
+942
New +$283K 0.1% 102
2021
Q4 		– Sell
-516
Closed -$119K – 569
2021
Q3 		$119K Buy
+516
New +$127K 0.04% 134

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Kowal Investment Group's LLY Position: Q3 2024 in Review

Kowal Investment Group increased its Eli Lilly (LLY) stake by 19% in Q3 2024, buying an estimated $219K and bringing the position to 1,531 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #60.

Kowal Investment Group first reported a position in LLY in Q3 2021 and has held it in 11 quarters since. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Kowal Investment Group held 1,531 shares of Eli Lilly worth $1.36M as of Q3 2024.
  • Kowal Investment Group bought 244 Eli Lilly shares in Q3 2024, an estimated $219K.
  • Eli Lilly made up 0.25% of Kowal Investment Group's portfolio in Q3 2024, its #60 holding.
  • Kowal Investment Group first reported a position in Eli Lilly in Q3 2021 and has held it in 11 quarters since.
  • 3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.