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Monetta Financial Services’s Eli Lilly LLY Stock Holding History

Monetta Financial Services’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
-1,800
Closed -$1.59M – 51
2024
Q3 		$1.59M Buy
1,800
+200
+13% +$180K 1.36% 14
2024
Q2 		$1.45M Hold
1,600
– – 1.25% 16
2024
Q1 		$1.24M Hold
1,600
– – 1.12% 20
2023
Q4 		$933K Hold
1,600
– – 0.89% 30
2023
Q3 		$859K Buy
+1,600
New +$824K 0.94% 31
2014
Q2 		– Sell
-10,000
Closed -$589K – 68
2014
Q1 		$589K Buy
+10,000
New +$558K 0.32% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Monetta Financial Services's LLY Position: Q4 2024 in Review

Monetta Financial Services sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 1,800 shares — an estimated $1.59M sold.

Monetta Financial Services first reported a position in LLY in Q1 2014 and held it in 6 quarters. The position peaked at $1.59M in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Monetta Financial Services reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Monetta Financial Services sold 1,800 Eli Lilly shares in Q4 2024, an estimated $1.59M.
  • Monetta Financial Services first reported a position in Eli Lilly in Q1 2014 and held it in 6 quarters.
  • Monetta Financial Services's Eli Lilly position peaked at $1.59M in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Monetta Financial Services's 13F filing for Q4 2024, filed 11 Feb 2025.