Midwest Professional Planners Ltd (MPPL)’s Eli Lilly LLY Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 Q4	–	Sell	-567	Closed	-$305K	–	134
2023 Q3	$305K	Hold	567	–	–	0.14%	105
2023 Q2	$266K	Sell	567 -131	-19%	-$54.9K	0.12%	111
2023 Q1	$240K	Hold	698	–	–	0.12%	113
2022 Q4	$255K	Sell	698 -22	-3%	-$7.8K	0.14%	111
2022 Q3	$233K	Buy	720 +18	+3%	+$5.7K	0.14%	106
2022 Q2	$228K	Sell	702 -1	-0.1%	-$300	0.13%	108
2022 Q1	$201K	Buy	+703	New	+$181K	0.1%	118
2018 Q3	–	Sell	-310	Closed	-$26K	–	202
2018 Q2	$26K	Buy	310 +10	+3%	+$821	0.02%	174
2018 Q1	$23K	Buy	300 +33	+12%	+$2.66K	0.02%	178
2017 Q4	$23K	Buy	+267	New	+$22.7K	0.02%	181

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Midwest Professional Planners Ltd (MPPL)'s LLY Position: Q4 2023 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Eli Lilly (LLY) in Q4 2023, closing a stake of 567 shares — an estimated $305K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in LLY in Q4 2017 and held it in 10 quarters. The position peaked at $305K in Q3 2023. 3,272 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Midwest Professional Planners Ltd (MPPL) reported no remaining Eli Lilly position as of Q4 2023 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 567 Eli Lilly shares in Q4 2023, an estimated $305K.
Midwest Professional Planners Ltd (MPPL) first reported a position in Eli Lilly in Q4 2017 and held it in 10 quarters.
Midwest Professional Planners Ltd (MPPL)'s Eli Lilly position peaked at $305K in Q3 2023.
3,272 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2023, filed 15 Feb 2024.