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Lauer Wealth’s Eli Lilly LLY Stock Holding History

Lauer Wealth’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 		– Sell
-419
Closed -$392K – 40
2024
Q2 		$392K Buy
+419
New +$335K 0.31% 26

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

Lauer Wealth's LLY Position: Q3 2024 in Review

Lauer Wealth sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 419 shares — an estimated $392K sold.

Lauer Wealth first reported a position in LLY in Q2 2024 and held it in 1 quarter. The position peaked at $392K in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Lauer Wealth reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
  • Lauer Wealth sold 419 Eli Lilly shares in Q3 2024, an estimated $392K.
  • Lauer Wealth first reported a position in Eli Lilly in Q2 2024 and held it in 1 quarter.
  • Lauer Wealth's Eli Lilly position peaked at $392K in Q2 2024.
  • 3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.