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Ledge Wealth Management’s Eli Lilly LLY Stock Holding History

Ledge 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
2023
Q4 		$1.9M Sell
3,267
-137
-4% -$80K 0.74% 39
2023
Q3 		$1.83M Buy
3,404
+312
+10% +$161K 0.82% 38
2023
Q2 		$1.45M Sell
3,092
-2
-0.1% -$839 0.69% 39
2023
Q1 		$1.06M Buy
+3,094
New +$1.04M 0.5% 43

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ledge Wealth Management's LLY Position: Q4 2023 in Review

Ledge Wealth Management reduced its Eli Lilly (LLY) stake by 4% in Q4 2023, selling an estimated $80K and leaving 3,267 shares worth $1.9M. The position accounts for 0.74% of the portfolio, ranked #39.

Ledge Wealth Management first reported a position in LLY in Q1 2023 and has held it in 4 quarters since. 3,272 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

  • Ledge Wealth Management held 3,267 shares of Eli Lilly worth $1.9M as of Q4 2023.
  • Ledge Wealth Management sold 137 Eli Lilly shares in Q4 2023, an estimated $80K.
  • Eli Lilly made up 0.74% of Ledge Wealth Management's portfolio in Q4 2023, its #39 holding.
  • Ledge Wealth Management first reported a position in Eli Lilly in Q1 2023 and has held it in 4 quarters since.
  • 3,272 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.