My Personal CFO LLC’s Eli Lilly LLY Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-24	Closed	-$8.78K	–	493
2022 Q4	$8.78K	Buy	+24	New	+$8.51K	0.01%	285

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

My Personal CFO LLC's LLY Position: Q1 2023 in Review

My Personal CFO LLC sold out of Eli Lilly (LLY) in Q1 2023, closing a stake of 24 shares — an estimated $8.78K sold.

My Personal CFO LLC first reported a position in LLY in Q4 2022 and held it in 1 quarter. The position peaked at $8.78K in Q4 2022. 2,615 funds tracked by Wall St. Rank hold LLY as of Q1 2023.

My Personal CFO LLC reported no remaining Eli Lilly position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 24 Eli Lilly shares in Q1 2023, an estimated $8.78K.
My Personal CFO LLC first reported a position in Eli Lilly in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Eli Lilly position peaked at $8.78K in Q4 2022.
2,615 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.