Monumental Financial Group’s Eli Lilly LLY Stock Holding History

Monumental Financial Group’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 Q3	$1.8M	Sell	2,036 -298	-13%	-$268K	0.67%	18
2024 Q2	$2.11M	Sell	2,334 -367	-14%	-$294K	0.92%	17
2024 Q1	$2.1M	Sell	2,701 -102	-4%	-$72.6K	1.12%	16
2023 Q4	$1.63M	Sell	2,803 -108	-4%	-$63K	0.97%	16
2023 Q3	$1.56M	Buy	2,911 +99	+4%	+$51K	1.04%	18
2023 Q2	$1.32M	Sell	2,812 -591	-17%	-$248K	0.89%	20
2023 Q1	$1.17M	Buy	3,403 +182	+6%	+$61.4K	0.84%	28
2022 Q4	$1.18M	Buy	3,221 +2,589	+410%	+$918K	0.95%	19
2022 Q3	$204K	Buy	+632	New	+$200K	0.19%	32
2022 Q2	–	Sell	-224	Closed	-$64K	–	52
2022 Q1	$64K	Buy	+224	New	+$57.6K	0.05%	29
2021 Q3	–	Sell	-186	Closed	-$43K	–	60
2021 Q2	$43K	Sell	186 -3,408	-95%	-$685K	0.04%	48
2021 Q1	$671K	Buy	+3,594	New	+$703K	0.64%	29

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 $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Monumental Financial Group's LLY Position: Q3 2024 in Review

Monumental Financial Group reduced its Eli Lilly (LLY) stake by 13% in Q3 2024, selling an estimated $268K and leaving 2,036 shares worth $1.8M. The position accounts for 0.67% of the portfolio, ranked #18.

Monumental Financial Group first reported a position in LLY in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.11M in Q2 2024. 3,663 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

Monumental Financial Group held 2,036 shares of Eli Lilly worth $1.8M as of Q3 2024.
Monumental Financial Group sold 298 Eli Lilly shares in Q3 2024, an estimated $268K.
Eli Lilly made up 0.67% of Monumental Financial Group's portfolio in Q3 2024, its #18 holding.
Monumental Financial Group first reported a position in Eli Lilly in Q1 2021 and has held it in 12 quarters since.
Monumental Financial Group's Eli Lilly position peaked at $2.11M in Q2 2024.
3,663 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.