LifePro Asset Management’s Eli Lilly LLY Stock Holding History

LifePro Asset 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 Q3	$1.39M	Buy	1,565 +16	+1%	+$14.4K	0.85%	42
2024 Q2	$1.4M	Sell	1,549 -70	-4%	-$56K	1.01%	35
2024 Q1	$1.26M	Buy	1,619 +252	+18%	+$179K	0.83%	39
2023 Q4	$797K	Buy	1,367 +49	+4%	+$28.6K	0.62%	46
2023 Q3	$708K	Buy	1,318 +1	+0.1%	+$515	0.58%	44
2023 Q2	$618K	Sell	1,317 -724	-35%	-$304K	0.48%	52
2023 Q1	$747K	Hold	2,041	–	–	0.54%	41
2022 Q4	$747K	Sell	2,041 -218	-10%	-$77.3K	0.55%	40
2022 Q3	$730K	Buy	2,259 +1,084	+92%	+$343K	0.42%	24
2022 Q2	$381K	Buy	+1,175	New	+$353K	0.2%	81

Other funds holding LLY

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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LifePro Asset Management's LLY Position: Q3 2024 in Review

LifePro Asset Management increased its Eli Lilly (LLY) stake by 1% in Q3 2024, buying an estimated $14.4K and bringing the position to 1,565 shares worth $1.39M. The position accounts for 0.85% of the portfolio, ranked #42.

LifePro Asset Management first reported a position in LLY in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

LifePro Asset Management held 1,565 shares of Eli Lilly worth $1.39M as of Q3 2024.
LifePro Asset Management bought 16 Eli Lilly shares in Q3 2024, an estimated $14.4K.
Eli Lilly made up 0.85% of LifePro Asset Management's portfolio in Q3 2024, its #42 holding.
LifePro Asset Management first reported a position in Eli Lilly in Q2 2022 and has held it in 10 quarters since.
LifePro Asset Management's Eli Lilly position peaked at $1.4M in Q2 2024.
3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.