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Naples Money Management’s Eli Lilly LLY Stock Holding History

Naples Money 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
Q3 		$400K Buy
451
+10
+2% +$8.99K 0.34% 39
2024
Q2 		$403K Hold
441
– – 0.34% 37
2024
Q1 		$343K Hold
441
– – 0.34% 39
2023
Q4 		$257K Buy
+441
New +$257K 0.24% 43

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Naples Money Management's LLY Position: Q3 2024 in Review

Naples Money Management increased its Eli Lilly (LLY) stake by 2.3% in Q3 2024, buying an estimated $8.99K and bringing the position to 451 shares worth $400K. The position accounts for 0.34% of the portfolio, ranked #39.

Naples Money Management first reported a position in LLY in Q4 2023 and has held it in 4 quarters since. The position peaked at $403K in Q2 2024. 3,659 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Naples Money Management held 451 shares of Eli Lilly worth $400K as of Q3 2024.
  • Naples Money Management bought 10 Eli Lilly shares in Q3 2024, an estimated $8.99K.
  • Eli Lilly made up 0.34% of Naples Money Management's portfolio in Q3 2024, its #39 holding.
  • Naples Money Management first reported a position in Eli Lilly in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Eli Lilly position peaked at $403K in Q2 2024.
  • 3,659 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.