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ML&R Wealth Management’s Eli Lilly LLY Stock Holding History

ML&R Wealth Management’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 		$317K Buy
408
+55
+16% +$39.1K 0.07% 56
2023
Q4 		$206K Buy
+353
New +$206K 0.05% 71

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ML&R Wealth Management's LLY Position: Q1 2024 in Review

ML&R Wealth Management increased its Eli Lilly (LLY) stake by 16% in Q1 2024, buying an estimated $39.1K and bringing the position to 408 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #56.

ML&R Wealth Management first reported a position in LLY in Q4 2023 and has held it in 2 quarters since. 3,460 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • ML&R Wealth Management held 408 shares of Eli Lilly worth $317K as of Q1 2024.
  • ML&R Wealth Management bought 55 Eli Lilly shares in Q1 2024, an estimated $39.1K.
  • Eli Lilly made up 0.07% of ML&R Wealth Management's portfolio in Q1 2024, its #56 holding.
  • ML&R Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 2 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.