Meitav Investment House’s Eli Lilly LLY Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-21,506	Closed	-$12.5M	–	303
2023 Q4	$12.5M	Hold	21,506	–	–	0.18%	94
2023 Q3	$11.8M	Sell	21,506 -130	-0.6%	-$67K	0.19%	93
2023 Q2	$10M	Sell	21,636 -356	-2%	-$149K	0.16%	101
2023 Q1	$8.77M	Sell	21,992 -462	-2%	-$156K	0.15%	114
2022 Q4	$8.27M	Sell	22,454 -4,917	-18%	-$1.74M	0.14%	119
2022 Q3	$9.03M	Hold	27,371	–	–	0.16%	107
2022 Q2	$8.87M	Buy	27,371 +16,539	+153%	+$4.96M	0.15%	115
2022 Q1	$3.1M	Sell	10,832 -120	-1%	-$30.9K	0.05%	187
2021 Q4	$3.02M	Buy	10,952 +155	+1%	+$39.3K	0.05%	186
2021 Q3	$2.5M	Hold	10,797	–	–	0.04%	193
2021 Q2	$2.48M	Hold	10,797	–	–	0.06%	162
2021 Q1	$2.02K	Buy	+10,797	New	+$2.11M	0.06%	162

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

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

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

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

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

Meitav Investment House's LLY Position: Q1 2024 in Review

Meitav Investment House sold out of Eli Lilly (LLY) in Q1 2024, closing a stake of 21,506 shares — an estimated $12.5M sold.

Meitav Investment House first reported a position in LLY in Q1 2021 and held it in 12 quarters. The position peaked at $12.5M in Q4 2023. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

Meitav Investment House reported no remaining Eli Lilly position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 21,506 Eli Lilly shares in Q1 2024, an estimated $12.5M.
Meitav Investment House first reported a position in Eli Lilly in Q1 2021 and held it in 12 quarters.
Meitav Investment House's Eli Lilly position peaked at $12.5M in Q4 2023.
3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.