Mark J. Bradley’s Eli Lilly LLY Stock Holding History

Mark J. Bradley’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 Q2	$5.61M	Sell	11,965 -7,075	-37%	-$2.97M	5.57%	1
2023 Q1	$6.54M	Buy	19,040 +1,435	+8%	+$484K	4.74%	2
2022 Q4	$6.44M	Sell	17,605 -200	-1%	-$70.9K	5.73%	1
2022 Q3	$5.76M	Sell	17,805 -10	-0.1%	-$3.17K	5.33%	1
2022 Q2	$5.78M	Sell	17,815 -585	-3%	-$176K	5.23%	1
2022 Q1	$5.27M	Sell	18,400 -370	-2%	-$95.2K	3.76%	5
2021 Q4	$5.18M	Sell	18,770 -670	-3%	-$170K	3.39%	7
2021 Q3	$4.49M	Sell	19,440 -2,630	-12%	-$649K	3.07%	9
2021 Q2	$5.07M	Sell	22,070 -3,345	-13%	-$672K	3.38%	7
2021 Q1	$4.75M	Sell	25,415 -1,245	-5%	-$244K	3.22%	8
2020 Q4	$4.5M	Buy	+26,660	New	+$3.98M	3.1%	8

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mark J. Bradley's LLY Position: Q2 2023 in Review

Mark J. Bradley reduced its Eli Lilly (LLY) stake by 37% in Q2 2023, selling an estimated $2.97M and leaving 11,965 shares worth $5.61M. The position accounts for 5.57% of the portfolio, ranked #1.

Mark J. Bradley first reported a position in LLY in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.54M in Q1 2023. 2,814 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

Mark J. Bradley held 11,965 shares of Eli Lilly worth $5.61M as of Q2 2023.
Mark J. Bradley sold 7,075 Eli Lilly shares in Q2 2023, an estimated $2.97M.
Eli Lilly made up 5.57% of Mark J. Bradley's portfolio in Q2 2023, its #1 holding.
Mark J. Bradley first reported a position in Eli Lilly in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's Eli Lilly position peaked at $6.54M in Q1 2023.
2,814 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.