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Morningstar Investment Services’s Eli Lilly LLY Stock Holding History

Morningstar Investment 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
-3,617
Closed -$3.17M – 284
2024
Q3 		$3.17M Buy
3,617
+634
+21% +$570K 0.03% 158
2024
Q2 		$2.71M Buy
2,983
+667
+29% +$534K 0.03% 154
2024
Q1 		$1.8M Sell
2,316
-851
-27% -$606K 0.02% 166
2023
Q4 		$1.84M Buy
3,167
+1,426
+82% +$832K 0.01% 191
2023
Q3 		$948K Buy
1,741
+923
+113% +$476K 0.01% 179
2023
Q2 		$379K Buy
+818
New +$343K ﹤0.01% 205
2016
Q4 		– Sell
-15,502
Closed -$1.24M – 201
2016
Q3 		$1.24M Sell
15,502
-1,275
-8% -$102K 0.04% 156
2016
Q2 		$1.32M Buy
+16,777
New +$1.26M 0.04% 155
2014
Q1 		– Sell
-32,836
Closed -$1.68M – 209
2013
Q4 		$1.68M Buy
+32,836
New +$1.64M 0.13% 130

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Morningstar Investment Services's LLY Position: Q4 2024 in Review

Morningstar Investment Services sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 3,617 shares — an estimated $3.17M sold.

Morningstar Investment Services first reported a position in LLY in Q4 2013 and held it in 9 quarters. The position peaked at $3.17M in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Morningstar Investment Services reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 3,617 Eli Lilly shares in Q4 2024, an estimated $3.17M.
  • Morningstar Investment Services first reported a position in Eli Lilly in Q4 2013 and held it in 9 quarters.
  • Morningstar Investment Services's Eli Lilly position peaked at $3.17M in Q3 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.