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Marvin & Palmer Associates’s Eli Lilly LLY Stock Holding History

Marvin & Palmer Associates’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
2022
Q3 		– Sell
-31,700
Closed -$10.3M – 38
2022
Q2 		$10.3M Buy
+31,700
New +$9.52M 5.29% 3
2020
Q3 		– Sell
-28,918
Closed -$4.75M – 36
2020
Q2 		$4.75M Buy
+28,918
New +$4.44M 2.86% 21
2019
Q2 		– Sell
-43,467
Closed -$5.64M – 28
2019
Q1 		$5.64M Hold
43,467
– – 4.39% 8
2018
Q4 		$5.03M Buy
+43,467
New +$4.86M 4.33% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marvin & Palmer Associates's LLY Position: Q3 2022 in Review

Marvin & Palmer Associates sold out of Eli Lilly (LLY) in Q3 2022, closing a stake of 31,700 shares — an estimated $10.3M sold.

Marvin & Palmer Associates first reported a position in LLY in Q4 2018 and held it in 4 quarters. The position peaked at $10.3M in Q2 2022. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

  • Marvin & Palmer Associates reported no remaining Eli Lilly position as of Q3 2022 after selling out during the quarter.
  • Marvin & Palmer Associates sold 31,700 Eli Lilly shares in Q3 2022, an estimated $10.3M.
  • Marvin & Palmer Associates first reported a position in Eli Lilly in Q4 2018 and held it in 4 quarters.
  • Marvin & Palmer Associates's Eli Lilly position peaked at $10.3M in Q2 2022.
  • 2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Marvin & Palmer Associates's 13F filing for Q3 2022, filed 14 Nov 2022.