McCarthy & Cox’s Eli Lilly LLY Stock Holding History

McCarthy & Cox’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 Q4	–	Sell	-233	Closed	-$207K	–	65
2024 Q3	$207K	Buy	+233	New	+$209K	0.08%	56

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

McCarthy & Cox's LLY Position: Q4 2024 in Review

McCarthy & Cox sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 233 shares — an estimated $207K sold.

McCarthy & Cox first reported a position in LLY in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

McCarthy & Cox reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
McCarthy & Cox sold 233 Eli Lilly shares in Q4 2024, an estimated $207K.
McCarthy & Cox first reported a position in Eli Lilly in Q3 2024 and held it in 1 quarter.
McCarthy & Cox's Eli Lilly position peaked at $207K in Q3 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on McCarthy & Cox's 13F filing for Q4 2024, filed 16 Jan 2025.